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Security settings available on the Payroll > Setup > Clients and Client Template tabs of the Security Groups screen
- 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.
- 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.
- TheReportstab on theSecurity Groupsscreen 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 theStaff Accesstab on theClientsscreen.
- 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:
- PRODUCT: Workpapers CS
- Subject: Clients,Setup