Security settings available on the Payroll > Setup > Clients and Client Template tabs 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
Clients tab

or Client Templates 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 Clients	Allows full access to the payroll areas of the Clients screen.	No
Payroll Setup Menu Clients Payroll Information tab	Allows full access to the Payroll Information tab on the Clients screen.	No
Payroll Setup Menu Clients Payroll Information tab View	Allows access to only view the Payroll Information tab on the Clients screen.	No
Payroll Setup Menu Clients Payroll Information tab Edit	Allows access to modify the Payroll Information tab on the Clients screen.	No
Payroll Setup Menu Clients Payroll Taxes tab	Allows full access to the Payroll Taxes tab on the Clients screen.	No
Payroll Setup Menu Clients Payroll Taxes tab View	Allows access to only view the Payroll Taxes tab on the Clients screen.	No
Payroll Setup Menu Clients Payroll Taxes tab Edit	Allows access to modify the Payroll Taxes tab on the Clients screen.	No
Payroll Setup Menu Clients Workers' Compensation tab	Allows full access to the Workers' Compensation tab on the Clients screen.	No
Payroll Setup Menu Clients Workers' Compensation tab View	Allows access to only view the Workers' Compensation tab on the Clients screen.	No
Payroll Setup Menu Clients Workers' Compensation tab Edit	Allows access to modify the Workers' Compensation tab on the Clients screen.	No
Payroll Setup Menu Clients Affordable Care Act tab	Allows full access to the Affordable Care Act tab on the Clients screen.	No
Payroll Setup Menu Clients Affordable Care Act tab View	Allows access to only view the Affordable Care Act tab on the Clients screen.	No
Payroll Setup Menu Clients Affordable Care Act tab Edit	Allows access to modify the Affordable Care Act tab on the Clients screen.	No
Payroll Setup Menu Client Templates	Allows full access to the payroll items on the Client Templates screen.	No
Payroll Setup Menu Client Templates Payroll Information tab	Allows full access to the Payroll Information tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Payroll Information tab View	Allows access to only view the Payroll Information tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Payroll Information tab Edit	Allows access to modify the Payroll Information tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Payroll Taxes tab	Allows full access to the Payroll Taxes tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Payroll Taxes tab View	Allows access to only view the Payroll Taxes tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Payroll Taxes tab Edit	Allows access to modify the Payroll Taxes tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Workers' Compensation tab	Allows full access to the Workers' Compensation tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Workers' Compensation tab View	Allows access to only view the Workers' Compensation tab on the Client Templates screen.	No
Payroll Setup Menu Client Templates Workers' Compensation tab Edit	Allows access to modify the Workers' Compensation tab on the Client Templates screen.	No

This article applies to:

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Subject: Clients,Setup

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Security settings available on the Payroll > Setup > Clients and Client Template tabs of the Security Groups screen

This article applies to: