Security settings available on the General > Setup > Client Templates tab of the Security Groups screen

The following table lists all of the security settings available in the application at

Setup
Firm Information
Security Group
General tab
Setup
Client Templates tab

When an option is marked, access is granted to that screen or function.

When an option isn't marked, access is restricted from that screen or function. Options won't be available or they'll be hidden on the screen.

When an option is filled, access is partially granted to that screen or function.

note

Security privileges are not automatically granted when an application update adds a new screen, menu option, or report; when a new custom report is added to the Report Designer; or when a new security group is created.

The Reports
tab on the

Security Groups

screen allows you to control access to individual reports. This list includes all of the standard reports as well as any custom reports and folders you added to the application via the Report Designer.

If staff don’t have full access to the Report Designer and all of the reports, the Accounting CS Library portlet will have view only permissions.

If a security setting appears on more than 1 tab, changing that permission on 1 tab will also change the same permission on the other tabs.

To restrict staff from accessing a client, use the Staff Access
tab on the

Clients

screen.

Not all security features below are available for Client Staff using Accounting CS Client Access.

Security option	Program area	Available for Workpapers CS?
General Setup Menu Client Templates	Allows full access to the Client Templates screen.	Yes
General Setup Menu Client Templates Main tab and all related screens	Allows full access to the Main tab on the Client Templates screen and all related screens.	Yes
General Setup Menu Client Templates Main tab and all related screens View	Allows access to only view the Main tab on the Client Templates screen and all related screens.	Yes
General Setup Menu Client Templates Main tab and all related screens Add	Allows access to add new Client Templates.	Yes
General Setup Menu Client Templates Main tab and all related screens Edit	Allows access to modify the Main tab on the Client Templates screen and all related screens.	Yes
General Setup Menu Client Templates Main tab and all related screens Delete	Allows access to delete existing Client Templates.	Yes
General Setup Menu Client Templates Account Mask tab	Allows full access to the Account Mask tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Account Mask tab View	Allows access to only view the Account Mask tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Account Mask tab Edit	Allows access to modify the Account Mask tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Accounting Information tab	Allows full access to the Accounting Information tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Accounting Information tab View	Allows access to only view the Accounting Information tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Accounting Information tab Edit	Allows access to modify the Accounting Information tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Accounts Payable tab	Allows full access to the Accounts Payable tab on the Client Templates screen.	No
General Setup Menu Client Templates Accounts Payable tab View	Allows access to only view the Accounts Payable tab on the Client Templates screen.	No
General Setup Menu Client Templates Accounts Payable tab Edit	Allows access to modify the Accounts Payable tab on the Client Templates screen.	No
General Setup Menu Client Templates Accounts Receivable tab	Allows full access to the Accounts Receivable tab on the Client Templates screen.	No
General Setup Menu Client Templates Accounts Receivable tab View	Allows access to only view the Accounts Receivable tab on the Client Templates screen.	No
General Setup Menu Client Templates Accounts Receivable tab Edit	Allows access to modify the Accounts Receivable tab on the Client Templates screen.	No
General Setup Menu Client Templates Payroll Information tab	Allows full access to the Payroll Information tab on the Client Templates screen.	No
General Setup Menu Client Templates Payroll Information tab View	Allows access to only view the Payroll Information tab on the Client Templates screen.	No
General Setup Menu Client Templates Payroll Information tab Edit	Allows access to modify the Payroll Information tab on the Client Templates screen.	No
General Setup Menu Client Templates Payroll Taxes tab	Allows full access to the Payroll Taxes tab on the Client Templates screen.	No
General Setup Menu Client Templates Payroll Taxes tab View	Allows access to only view the Payroll Taxes tab on the Client Templates screen.	No
General Setup Menu Client Templates Payroll Taxes tab Edit	Allows access to modify the Payroll Taxes tab on the Client Templates screen.	No
General Setup Menu Client Templates Billing tab	Allows full access to the Billing tab on the Client Templates screen.	No
General Setup Menu Client Templates Billing tab View	Allows access to only view the Billing tab on the Client Templates screen.	No
General Setup Menu Client Templates Billing tab Edit	Allows access to modify the Billing tab on the Client Templates screen.	No
General Setup Menu Client Templates Impound tab	Allows full access to the Impound tab on the Client Templates screen.	No
General Setup Menu Client Templates Impound tab View	Allows access to only view the Impound tab on the Client Templates screen.	No
General Setup Menu Client Templates Impound tab Edit	Allows access to modify the Impound tab on the Client Templates screen.	No
General Setup Menu Client Templates Workers' Compensation tab	Allows full access to the Workers' Compensation tab on the Client Templates screen.	No
General Setup Menu Client Templates Workers' Compensation tab View	Allows access to only view the Workers' Compensation tab on the Client Templates screen.	No
General Setup Menu Client Templates Workers' Compensation tab Edit	Allows access to modify the Workers' Compensation tab on the Client Templates screen.	No
General Setup Menu Client Templates Integration tab	Allows full access to the Integration tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Integration tab View	Allows access to only view the Integration tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Integration tab Edit	Allows access to modify the Integration tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Custom Fields tab	Allows full access to the Custom Fields tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Custom Fields tab View	Allows access to only view the Custom Fields tab on the Client Templates screen.	Yes
General Setup Menu Client Templates Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Client Templates screen.	Yes

This article applies to:

PRODUCT: Workpapers CS
Subject: Clients,Setup

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Security settings available on the General > Setup > Client Templates tab of the Security Groups screen

This article applies to: