Security settings available on the General > Setup > Clients 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
Clients

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 Clients	Allows full access to the Clients screen.	Yes
General Setup Menu Clients Main tab	Allows full access to the Main tab on the Clients screen.	Yes
General Setup Menu Clients Main tab View	Allows access to only view the Main tab on the Clients screen.	Yes
General Setup Menu Clients Main tab Add	Allows access to add new clients.	Yes
General Setup Menu Clients Main tab Edit	Allows access to modify existing clients.	Yes
General Setup Menu Clients Main tab Delete	Allows access to delete existing clients.	Yes
General Setup Menu Clients Account Mask tab	Allows full access to the Account Mask tab on the Clients screen.	Yes
General Setup Menu Clients Account Mask tab View	Allows access to only view the Account Mask tab on the Clients screen.	Yes
General Setup Menu Clients Account Mask tab Edit	Allows access to modify the Account Mask tab on the Clients screen.	Yes
General Setup Menu Clients Accounting Information tab	Allows full access to the Accounting Information tab on the Clients screen.	Yes
General Setup Menu Clients Accounting Information tab View	Allows access to only view the Accounting Information tab on the Clients screen.	Yes
General Setup Menu Clients Accounting Information tab Edit	Allows access to modify the Accounting Information tab on the Clients screen.	Yes
General Setup Menu Clients Accounts Payable tab	Allows full access to the Accounts Payable tab on the Clients screen.	No
General Setup Menu Clients Accounts Payable tab View	Allows access to only view the Accounts Payable tab on the Clients screen.	No
General Setup Menu Clients Accounts Payable tab Edit	Allows access to modify the Accounts Payable tab on the Clients screen.	No
General Setup Menu Clients Accounts Receivable tab	Allows full access to the Accounts Receivable tab on the Clients screen.	No
General Setup Menu Clients Accounts Receivable tab View	Allows access to only view the Accounts Receivable tab on the Clients screen.	No
General Setup Menu Clients Accounts Receivable tab Edit	Allows access to modify the Accounts Receivable tab on the Clients screen.	No
General Setup Menu Clients Payroll Information tab	Allows full access to the Payroll Information tab on the Clients screen.	No
General Setup Menu Clients Payroll Information tab View	Allows access to only view the Payroll Information tab on the Clients screen.	No
General Setup Menu Clients Payroll Information tab Edit	Allows access to modify the Payroll Information tab on the Clients screen.	No
General Setup Menu Clients Payroll Taxes tab	Allows full access to the Payroll Taxes tab on the Clients screen.	No
General Setup Menu Clients Payroll Taxes tab View	Allows access to only view the Payroll Taxes tab on the Clients screen.	No
General Setup Menu Clients Payroll Taxes tab Edit	Allows access to modify the Payroll Taxes tab on the Clients screen.	No
General Setup Menu Clients Billing tab	Allows full access to the Billing tab on the Clients screen.	No
General Setup Menu Clients Billing tab View	Allows access to only view the Billing tab on the Clients screen.	No
General Setup Menu Clients Billing tab Edit	Allows access to modify the Billing tab on the Clients screen.	No
General Setup Menu Clients Impound tab	Allows full access to the Impound tab on the Clients screen.	No
General Setup Menu Clients Impound tab View	Allows access to only view the Impound tab on the Clients screen.	No
General Setup Menu Clients Impound tab Edit	Allows access to modify the Impound tab on the Clients screen.	No
General Setup Menu Clients Workers' Compensation tab	Allows full access to the Workers' Compensation tab on the Clients screen.	No
General Setup Menu Clients Workers' Compensation tab View	Allows access to only view the Workers' Compensation tab on the Clients screen.	No
General Setup Menu Clients Workers' Compensation tab Edit	Allows access to modify the Workers' Compensation tab on the Clients screen.	No
General Setup Menu Clients Affordable Care Act tab	Allows full access to the Affordable Care Act tab on the Clients screen.	No
General Setup Menu Clients Affordable Care Act tab View	Allows access to only view the Affordable Care Act tab on the Clients screen.	No
General Setup Menu Clients Affordable Care Act tab Edit	Allows access to modify the Affordable Care Act tab on the Clients screen.	No
General Setup Menu Clients Integration tab	Allows full access to the Integration tab on the Clients screen.	Yes
General Setup Menu Clients Integration tab View	Allows access to only view the Integration tab on the Clients screen.	Yes
General Setup Menu Clients Integration tab Edit	Allows access to modify the Integration tab on the Clients screen.	Yes
General Setup Menu Clients Staff Access tab	Allows full access to the Staff Access tab on the Clients screen.	Yes
General Setup Menu Clients Staff Access tab View	Allows access to only view the Staff Access tab on the Clients screen.	Yes
General Setup Menu Clients Staff Access tab Edit	Allows access to modify the Staff Access tab on the Clients screen.	Yes
General Setup Menu Clients Events tab	Allows full access to the Events tab on the Clients screen.	Yes
General Setup Menu Clients Custom Fields tab	Allows full access to the Custom Fields tab on the Clients screen.	Yes
General Setup Menu Clients Custom Fields tab View	Allows access to only view the Custom Fields tab on the Clients screen.	Yes
General Setup Menu Clients Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Clients screen.	Yes
General Setup Menu Clients Edit Multiple Clients	Displays the Edit Multiple Clients link on the Clients screen.	Yes

This article applies to:

PRODUCT: Workpapers CS
Subject: Clients,Setup

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

This article applies to: