Security settings available on the General > Setup > Firm Information menu 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
Firm Information

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	Enables all options in the Setup menu on the menu bar.	Yes
General Setup Menu Firm Information	Enables all options in the Firm Information menu within the Setup menu.	Yes
General Setup Menu Firm Information Firm	Allows full access to the Firm screen.	Yes
General Setup Menu Firm Information Firm Main tab	Allows full access to the Main tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Main tab View	Allows access to only view the Main tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Main tab Edit	Allows access to edit the Main tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Preferences tab	Allows full access to the Preferences tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Preferences tab View	Allows access to only view the Preferences tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Preferences tab Edit	Allows access to edit the Preferences tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Payroll Alerts tab	Allows full access to the Payroll Alerts tab on the Firm screen.	No
General Setup Menu Firm Information Firm Payroll Alerts tab View	Allows access to only view the Payroll Alerts tab on the Firm screen.	No
General Setup Menu Firm Information Firm Payroll Alerts tab Edit	Allows access to edit the Payroll Alerts tab on the Firm screen.	No
General Setup Menu Firm Information Firm Payroll Automation tab	Allows full access to the Payroll Automation tab on the Firm screen.	No
General Setup Menu Firm Information Firm Payroll Automation tab View	Allows access to only view the Payroll Automation tab on the Firm screen.	No
General Setup Menu Firm Information Firm Payroll Automation tab Edit	Allows access to edit the Payroll Automation tab on the Firm screen.	No
General Setup Menu Firm Information Firm Events tab	Allows full access to the Events tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Custom Fields tab	Allows full access to the Custom Fields tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Custom Fields tab View	Allows access to only view the Custom Fields tab on the Firm screen.	Yes
General Setup Menu Firm Information Firm Custom Fields tab Edit	Allows access to edit the Custom Fields tab on the Firm screen.	Yes
General Setup Menu Firm Information Security Groups	Allows full access to the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups View	Allows access to only view the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups Add	Allows access to add a new security group on the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups Edit	Allows access to edit existing security groups on the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups Delete	Allows access to delete existing security groups on the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups General tab	Allows full access to the General tab on the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups Payroll tab	Allows full access to the Payroll tab on the Security Groups screen.	No
General Setup Menu Firm Information Security Groups Accounting tab	Allows full access to the Accounting tab on the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups Accounts Payable tab	Allows full access to the Accounts Payable tab on the Security Groups screen.	No
General Setup Menu Firm Information Security Groups Accounts Receivable tab	Allows full access to the Accounts Receivable tab on the Security Groups screen.	No
General Setup Menu Firm Information Security Groups Workpapers tab	Allows full access to the Workpapers tab on the Security Groups screen.	Yes
General Setup Menu Firm Information Security Groups Reports tab	Allows full access to the Reports tab on the Security Groups screen.	Yes
General Setup Menu Firm Information Staff	Allows full access to the Firm screen.	Yes
General Setup Menu Firm Information Staff Main tab	Allows full access to the Main tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Main tab View	Allows access to view the Main tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Main tab Add	Allows access to add new staff members on the Staff screen.	Yes
General Setup Menu Firm Information Staff Main tab Edit	Allows access to edit existing staff members on the Staff screen.	Yes
General Setup Menu Firm Information Staff Main tab Delete	Allows access to delete existing staff members on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab	Allows full access to the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab View	Allows access to only view the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab Edit	Allows access to modify the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab General tab	Allows access to view the General tab on the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab Payroll tab	Allows access to view the Payroll tab on the Security tab on the Staff screen.	No
General Setup Menu Firm Information Staff Security tab Accounting tab	Allows access to the view the Accounting tab on the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab Accounts Payable tab	Allows access to view the Accounts Payable tab on the Security tab on the Staff screen.	No
General Setup Menu Firm Information Staff Security tab Accounts Receivable tab	Allows access to view the Accounts Receivable tab on on the Security tab on the Staff screen.	No
General Setup Menu Firm Information Staff Security tab Workpapers tab	Allows access to view the Workpapers tab on the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Security tab Reports tab	Allows access to view the Reports tab on the Security tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Custom Fields tab	Allows full access to the Custom Fields tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Custom fields tab View	Allows access to only view the Custom Fields tab on the Staff screen.	Yes
General Setup Menu Firm Information Staff Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Staff screen.	Yes
General Setup Menu Firm Information Firm Report Profiles	Allows full access to the Firm Report Profiles screen.	Yes
General Setup Menu Firm Information Firm Report Profiles View	Allows access to only view the Firm Report Profiles screen.	Yes
General Setup Menu Firm Information Firm Report Profiles Add	Allows access to add new profiles to the Firm Report Profiles screen.	Yes
General Setup Menu Firm Information Firm Report Profiles Edit	Allows access to modify existing Firm Report Profiles.	Yes
General Setup Menu Firm Information Firm Report Profiles Delete	Allows access to delete existing Firm Report Profiles.	Yes

This article applies to:

PRODUCT: Workpapers CS
Subject: Clients,Setup

Solutions

Law firms

Tax, audit & accounting firms

Corporations

Governments

Success stories

Products

Legal

Trade & supply

Tax, audit & accounting

Risk & fraud

Books

Recommended products

Purchase

Buy solutions

Buy books

Contact sales

Questions? We are here to help.

Resources

Insights

Events

Product training

Product communities

Developers

Highlights

Help with account management

Help & support hub

Contact us

Security settings available on the General > Setup > Firm Information menu of the Security Groups screen

This article applies to: