Grant security privileges to edit projects and tasks
You may want to prevent select staff members from modifying or completing project or task information. In Practice CS, you can restrict or grant access to project and task data using security groups. To do this, you must first create or modify the security group(s).
If your firm is new to using Practice CS Security, you may need to review the more about security privileges before proceeding.
- SelectSetup, thenSecurity Groups.
- Find the group to edit and selectEdit, or selectAddto create a new group.
- In the Privilege Selection pane, selectPractice CS,Data,Schedule Item Data, thenProject Data.noteSelect the plus sign next to each checkbox to open it.
- Modify the security by marking and clearing the checkboxes.noteThere are no recommended security settings. What you select to mark is completely up to your firm. See the following for details on what each box grants access to.
- SelectEnterto save your changes.
After you save the security group, make sure that the staff are members of the group.
Details on access granted or restricted
If
Edit Project Information
is marked, staff can:
- Change the tracking description of the project.
- Change any of the date information, including the due date.
- Put the project on extension.
- Change the responsible and/or department.
- Change the assigned.
- Enter notes.
- Modify their schedule for the project.
- Modify any of the recurrence options.
If
Edit Project Information
is marked, staff can't:
- Modify budgets.
- View, add, edit or delete links.
- View or edit custom fields.
- Add a project to a client.
- Delete a project from a client.
If you want to give access to budgets, links, custom fields, or audit history, mark the corresponding checkbox for Project Data.
If
Edit Task Information
is marked, staff can:
- Change the order number of the task.
- Change the target or actual dates.
- Change the tracking description of the task.
- Change the assigned.
- Enter notes.
- Modify the schedule for the task.
If
Edit Task Information
is marked, staff can't:
- Modify budgets.
- View, add, edit or delete links.
- View or edit custom fields.
- Add a task to a project.
- Delete a task from a project.
If you want to give access to budgets, links, custom fields, or audit history, mark the corresponding checkbox for Project Data.
Practice CS will automatically mark and clear checkboxes when necessary. For example, if you mark
Complete Projects
, Practice CS will automatically mark Edit
because in order to complete projects, staff must be able to edit projects.
