Security settings available on the General > Setup > File Locations 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
File Locations 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 File Locations	Allows full access to the File Locations dialog.	Yes
General Setup Menu File Locations CS Professional Suite tab	Allows full access to the CS Professional Suite tab on the File Locations dialog.	Yes
General Setup Menu File Locations CS Professional Suite tab View	Allows access to only view the CS Professional Suite tab on the File Locations dialog.	Yes
General Setup Menu File Locations CS Professional Suite tab Edit	Allows access to modify the CS Professional Suite tab on the File Locations dialog.	Yes
General Setup Menu File Locations File Creation tab	Allows full access to the File Creation tab on the File Locations dialog.	No
General Setup Menu File Locations File Creation tab View	Allows access to only view the File Creation tab on the File Locations dialog.	No
General Setup Menu File Locations File Creation tab Edit	Allows access to modify the File Creation tab on the File Locations dialog.	No
General Setup Menu File Locations Import Data tab	Allows full access to the Import Data tab on the File Locations dialog.	Yes
General Setup Menu File Locations Import Data tab View	Allows access to only view the Import Data tab on the File Locations dialog.	Yes
General Setup Menu File Locations Import Data tab Edit	Allows access to modify the Import Data tab on the File Locations dialog.	Yes
General Setup Menu File Locations Export Data tab	Allows full access to the Export Data tab on the File Locations dialog.	No
General Setup Menu File Locations Export Data tab View	Allows access to only view the Export Data tab on the File Locations dialog.	No
General Setup Menu File Locations Export Data tab Edit	Allows access to modify the Export Data tab on the File Locations dialog.	No

This article applies to:

Product: Workpapers CS
Subject: Clients,Setup

Justly Prudent achieves 5 times the ROI with CoCounsel

AI that delivers

Speed meets confidence

Streamlined matter management

Compliance without complexity

CoCounsel Legal

CoCounsel Tax

Global Classification AI

CLEAR Investigate

Tax Quickfinder

Small firms

CoCounsel Legal

Contact sales

CoCounsel Tax

Contact sales

ProView

Human intelligence

Legal enhancements

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

This article applies to: