Setting Up Client Access Groups General Information

Client access groups allow you to determine which staff have access to client information. Access can be allowed or restricted in selected or all product modules.

To set up client access groups, do the following:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Access groups under Security.
  2. Click Client Access Groups on the navigation panel.
  3. Do one of the following:
  4. ClosedAdd a client access group.

    5. Click New > Client Access Group on the Home tab of the ribbon, or right-click the grid and select New > Client Access Group from the menu to create a client access group.

    ClosedCopy an existing client access group.

    Select an item in the grid and click Copy in the Create group on the Home tab, or right-click an item in the grid and select Copy from the menu.

    The client access group profile displays with all information from the originating client access group, except for the name and description.

    ClosedEdit an existing client access group.

    Select an item in the grid and click Open in the Edit group on the Home tab, or right-click an item in the grid and select an option from the Open menu.

  5. Enter a unique name and an optional description. The name must be unique to all client access groups for your firm. The description can identify the purpose of the client access group or the clients that are secured.
  6. Select the products or product modules where the clients should be secured. Access to clients in the selected products or product modules will be removed.

    7. Note: Any additional products licensed by the firm in the future will be automatically selected for the client access group.

  7. Click one of the ClosedSave buttons or Cancel.