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Security settings available on the Workpapers 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
Workpapers 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.
- 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? |
|---|---|---|
Workpapers | Allows access to all options below it in the hierarchy on this tab. | Yes |
Workpapers View Menu | Displays and allows full access to the Workpapers related items in the View menu. | Yes |
Workpapers View Menu Workpapers Dashboard | Allows full access to all functions on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard View | Allows access to only view the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders | Allows full access to all actions inside of the Engagement Binders on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers | Allows full access to all actions pertaining to documents inside of the Engagement Binders on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Add | Allows access to add new documents to the Engagement Binders on the Workpapers Dashboard. This also allows you to edit documents. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Delete | Allows access to remove existing documents from the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Discard Checkout | Allows access to change the status of a document from "Checked Out" to "Available" by discarding the checkout. This returns the document to the binder without saving any changes. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Disconnect Workpaper | Allows access to disconnect workpapers from the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Protect | Allows access to change the status of a document from "Available" to "Protected" so that documents can only be opened in view mode. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Unprotect | Allows access to change the status of a document from "Protected" to "Available" so that documents can be edited when opened. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Signoff | Allows full access to all signoff actions. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Signoff Add | Allows access to add a signoff to a document. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Signoff Edit | Allows access to modify the date of your signoff on a document. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Signoff Delete | Allows access to delete your signoff on a document. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Properties | Allows full access to the Workpaper Properties. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Workpapers Properties Edit | Allows access to modify the Workpaper Properties. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Folders | Allows full access to all functions pertaining to folders in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Folders Add | Allows access to add new folders to the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Folders Properties | Allows access to modify the properties of a folder in an Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Folders Delete | Allows access to remove folders in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Transmit/Retrieve | In a Tax Return Engagement Binder for a 1040 client, allows access to transmit and retrieve source documents to and from Source Document Processing. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Empty Recycle Bin | Allows access to permanently remove documents from the Engagement Binder by emptying the recycle bin. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Notes | Allows full access to all actions pertaining to notes in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Notes Add | Allows access to add new notes to the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Notes Edit | Allows access to modify existing notes in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Notes Priority | Allows access to change the priority of a note in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Notes Status | Allows access to change the status of a note in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Notes Delete | Allows access to delete existing notes in the Engagement Binder on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Finalize | Allows access to finalize Engagement Binders on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Unfinalize | Allows access to unfinalize Engagement Binders on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Roll Forward | Allows access to roll Engagement Binders forward on the Workpapers Dashboard. | Yes |
Workpapers View Menu Workpapers Dashboard Engagement Binders Print | Allows access to print Engagement Binders from the Workpapers Dashboard. | Yes |
Workpapers Setup Menu | Displays and allows full access to the Workpapers related items in the Setup menu. | Yes |
Workpapers Setup Menu Engagement Binders | Allows full access to the Engagement Binders screen. | Yes |
Workpapers Setup Menu Engagement Binders Main tab | Allows full access to the Main tab of the Engagement Binders screen. | Yes |
Workpapers Setup Menu Engagement Binders Main tab View | Allows access to only view the Main tab on the Engagement Binders screen. | Yes |
Workpapers Setup Menu Engagement Binders Main tab Add | Allows access to add new items to the Engagement Binders screen. | Yes |
Workpapers Setup Menu Engagement Binders Main tab Edit | Allows access to modify existing items on the Engagement Binders screen. | Yes |
Workpapers Setup Menu Engagement Binders Main tab Delete | Allows access to remove existing items from the Engagement Binders screen. | Yes |
Workpapers Setup Menu Firm Information | Allows access to the Workpapers related items in the Firm Information menu. | Yes |
Workpapers Setup Menu Firm Information Signoff Types | Allows full access to the Signoff Types screen. | Yes |
Workpapers Setup Menu Firm Information Signoff Types View | Allows access to only view the Signoff Types screen. | Yes |
Workpapers Setup Menu Firm Information Signoff Types Add | Allows access to add new items to the Signoff Types screen. | Yes |
Workpapers Setup Menu Firm Information Signoff Types Edit | Allows access to modify existing items on the Signoff Types screen. | Yes |
Workpapers Setup Menu Firm Information Signoff Types Delete | Allows access to remove existing items from the Signoff Types screen. | Yes |
This article applies to:
- PRODUCT: Workpapers CS
- Subject: Clients,Setup