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Set up your firm and staff

Security settings available on the Payroll > File 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
Payroll tab
File menu
.
  • 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 aren't 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?
Payroll
Allows full access to all options on this tab.
No
Payroll
File Menu
Enables the payroll options in the File menu on the menu bar.
No
Payroll
File Menu
Import
Displays all of the payroll options in the File
Import menu.
No
Payroll
File Menu
Import
Spreadsheet
Allows access to the Spreadsheet Import wizard for payroll data types.
No
Payroll
File Menu
Import
Spreadsheet
Employees
Allows spreadsheet imports for the Employees data type.
No
Payroll
File Menu
Import
Spreadsheet
Vendors
Allows spreadsheet imports for the Vendors data type.
No
Payroll
File Menu
Import
Spreadsheet
1095-C
Allows spreadsheet imports for the 1095-C data type.
No
Payroll
File Menu
Export
Displays all payroll options in the File
Export menu.
No
Payroll
File Menu
Export
1095-C Data
Allows access to the export 109-C data wizard.
No
Payroll
File Menu
Print Checks
Allows full access to the payroll options on the Print Checks screen.
No
Payroll
File Menu
Print Checks
Payroll tab
Allows access to the Payroll tab on the Print Checks screen.
No
Payroll
File Menu
Print Checks
Vendor/Payee tab
Allows access to the Vendor/Payee tab on the Print Checks screen.
No
Payroll
File Menu
Print Checks
Payroll Liabilities tab
Allows access to the Payroll Liabilities tab on the Print Checks screen.
No
Payroll
File Menu
Print Checks
Print Payment Forms
N/A
No
Payroll
File Menu
Print Billing Invoices
Allows full access to the Print Billing Invoices screen.
No
Payroll
File Menu
Print Billing Invoices
Unprinted tab
Allows full access to the Unprinted tab on the Print Billing Invoices screen.
No
Payroll
File Menu
Print Billing Invoices
Finalized tab
Allows full access to the Finalized tab on the Print Billing Invoices screen.
No
Payroll
File Menu
Print Billing Invoices
Revert Finalized Invoices
Displays the Revert button on the Finalized tab on the Print Billing Invoices screen.
No

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup