Security settings available on the Payroll > Setup > Employees or Employees 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
Employees tab

or Employees Template 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 Employees	Allows full access to the Employees screen.	No
Payroll Setup Menu Employees Main tab	Allows full access to the Main tab on the Employees screen.	No
Payroll Setup Menu Employees Main tab View	Allows access to only view the Main tab on the Employees screen.	No
Payroll Setup Menu Employees Main tab Add	Allows access to add new items to the Employees screen.	No
Payroll Setup Menu Employees Main tab Edit	Allows access to modify the Main tab on the Employees screen.	No
Payroll Setup Menu Employees Main tab Delete	Allows access to remove items from the Employees screen.	No
Payroll Setup Menu Employees Personal tab	Allows full access to the Personal tab on the Employees screen.	No
Payroll Setup Menu Employees Personal tab View	Allows access to only view the Personal tab on the Employees screen.	No
Payroll Setup Menu Employees Personal tab Edit	Allows access to modify the Personal tab on the Employees screen.	No
Payroll Setup Menu Employees Accruable Benefits tab	Allows full access to the Accruable Benefits tab on the Employees screen.	No
Payroll Setup Menu Employees Accruable Benefits tab View	Allows access to only view the Accruable Benefits tab on the Employees screen.	No
Payroll Setup Menu Employees Accruable Benefits tab Edit	Allows access to modify the Accruable Benefits tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Items tab	Allows full access to the Payroll Items tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Items tab View	Allows access to only view the Payroll Items tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Items tab Edit	Allows access to modify the Payroll Items tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Items tab Settings	Allows full access to the Employee Payroll Item Settings window.	No
Payroll Setup Menu Employees Payroll Items tab Settings Main tab	Allows access to the Main tab on the Employee Payroll Item Settings window.	No
Payroll Setup Menu Employees Payroll Items tab Settings Tax Exemptions tab	Allows access to the Tax Exemptions tab on the Employee Payroll Item Settings window.	No
Payroll Setup Menu Employees Payroll Items tab Settings Special Timing tab	Allows access to the Special Timing tab on the Employee Payroll Item Settings window.	No
Payroll Setup Menu Employees Payroll ITems tab Settings Workers' Compensation tab	Allows access to the Workers' Compensation tab on the Employee Payroll Item Settings window.	No
Payroll Setup Menu Employees Payroll Taxes tab	Allows full access to the Payroll Taxes tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Taxes tab View	Allows access to only view the Payroll Taxes tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Taxes tab Edit	Allows access to modify the Payroll taxes tab on the Employees screen.	No
Payroll Setup Menu Employees Payroll Taxes tab Adjust Taxable Wages	Allows access to the Adjust Taxable Wages window on the Employees screen.	No
Payroll Setup Menu Employees Payroll Taxes tab Wage Exempt	Allows access to the Wage Exempt checkbox on the Payroll Taxes tab on the Employees screen.	No
Payroll Setup Menu Employees Direct Deposit tab	Allows full access to the Direct Deposit tab on the Employees screen.	No
Payroll Setup Menu Employees Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Employees screen.	No
Payroll Setup Menu Employees Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Employees screen.	No
Payroll Setup Menu Employees Workers' Compensation tab	Allows full access to the Workers' Compensation tab on the Employees screen.	No
Payroll Setup Menu Employees Workers' Compensation tab View	Allows access to only view the Workers' Compensation tab on the Employees screen.	No
Payroll Setup Menu Employees Workers' Compensation tab Edit	Allows access to modify the Workers' Compensation tab on the Employees screen.	No
Payroll Setup Menu Employees Events tab	Allows full access to the Events tab on the Employees screen.	No
Payroll Setup Menu Employees Custom Fields tab	Allows full access to the Custom Fields tab on the Employees screen.	No
Payroll Setup Menu Employees Custom Fields tab View	Allows access to only view the Custom Fields tab on the Employees screen.	No
Payroll Setup Menu Employees Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Employees screen.	No
Payroll Setup Menu Employees Edit Multiple Employees	Allows access to the Edit Multiple Employees link on the Employees screen.	No
Payroll Setup Menu Employee Templates	Allows full access to the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Main tab	Allows full access to the Main tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Main tab View	Allows access to only view the Main tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Main tab Add	Allows access to add new items to the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Main tab Edit	Allows access to modify the Main tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Main tab Delete	Allows access to remove items from the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Personal tab	Allows full access to the Personal tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Personal tab View	Allows access to only view the Personal tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Personal tab Edit	Allows access to modify the Personal tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Accruable Benefits tab	Allows full access to the Accruable Benefits tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Accruable Benefits tab View	Allows access to only view the Accruable Benefits tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Accruable Benefits tab Edit	Allows access to modify the Accruable Benefits tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab	Allows full access to the Payroll Items tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab View	Allows access to only view the Payroll Items tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab Edit	Allows access to modify the Payroll Items tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab Settings	Allows full access to the Employee Payroll Item Settings window on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab Settings Main tab	Allows access to the Main tab on the Employee Payroll Item Settings window on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab Settings Tax Exemptions tab	Allows access to the Tax Exemptions tab on the Employee Payroll Item Settings window on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Items tab Settings Special Timing tab	Allows access to the Special Timing tab on the Employee Payroll Item Settings window on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Taxes tab	Allows full access to the Payroll Taxes tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Taxes tab View	Allows access to only view the Payroll Taxes tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Taxes tab Edit	Allows access to modify the Payroll Taxes tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Payroll Taxes tab Wage Exempt	Allows access to the Wage Exempt checkboxes on the Payroll Taxes tatb on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Direct Deposit tab	Allows full access to the Direct Deposit tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Direct Deposit tab View	Allows access to only view the Direct Deposit tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Direct Deposit tab Edit	Allows access to modify the Direct Deposit tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Workers' Compensation tab	Allows full access to the Workers' Compensation tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Workers' Compensation tab View	Allows access to only view the Workers' Compensation tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Workers' Compensation tab Edit	Allows access to modify the Workers' Compensation tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Custom Fields tab	Allows full access to the Custom Fields tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Custom Fields tab View	Allows access to only view the Custom Fields tab on the Employee Templates screen.	No
Payroll Setup Menu Employee Templates Custom Fields tab Edit	Allows access to modify the Custom Fields tab on the Employee Templates screen.	No

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Subject: Clients,Setup

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Security settings available on the Payroll > Setup > Employees or Employees Template tabs of the Security Groups screen

This article applies to: