Skip to main content
Set up your firm and staff

Security settings available on the Payroll > Setup > Bank Accounts 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
Payroll tab
Setup
Bank Accounts 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 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
Setup Menu
Bank Accounts
Allows full access to the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Main tab
Allows full access to the Main tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Main tab
View
Allows access to only view the Main tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Main tab
Add
Allows access to add new items to the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Main tab
Edit
Allows access to modify existing items on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Main tab
Delete
Allows access to delete existing items from the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Layouts tab
Allows full access to the Layouts tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Layouts tab
View
Allows access to only view the Layouts tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Layouts tab
Edit
Allows access to modify the Layouts tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Layouts tab
MICR Format
Allows access to the MICR Format section of the Layouts tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Direct Deposit tab
Allows full access to the Direct Deposit tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Direct Deposit tab
View
Allows access to only view the Direct Deposit tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Direct Deposit tab
Edit
Allows access to modify the Direct Deposit tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Client Direct Deposit tab
Allows full access to the Client Direct Deposit tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Client Direct Deposit tab
View
Allows access to only view the Client Direct Deposit tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Client Direct Deposit tab
Edit
Allows access to modify the Client Direct Deposit tab on the Bank Accounts screen.
No
Payroll
Setup Menu
Bank Accounts
Events tab
Allows full access to the Events tab on the Bank Accounts screen.
No

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup