Managing Client Access Groups

A client access group is a security method for granting and restricting access to client information. Use these groups to restrict staff access to client information.

Before creating a client access group A group of staff members who have permission to access information for a group of clients., you should have the following information available:

• A unique name for the client access group
• The product or product module Distinct programs that are components of products in the Suite. where clients are to be secured
• The clients who are to be secured
• The organizational unit Organizational units define your organizational structure. The structure can consist of multiple levels: firm, region, office, and business unit. If regions are used, at least one office must exist in each region. At least one business unit must exist in each office. and responsible staff of clients to be secured, if you are using attribute criteria to secure clients
• The staff with access The staff with rights to view data of secured information. to the secured clients
• The organizational units and positions of staff with access, if you are using attribute criteria to select staff with access

To manage 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. Add a client access group.

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.

Copy 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.

Edit 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. Delete a client access group.
1. Select an item in the grid and click Delete in the Edit group on the Home tab.
2. Click Delete on the confirmation window to permanently remove the client access group from the grid.
4. Enter the client access group information, as needed. See the following topics for more information on each profile tab:
   • Setting Up Client Access Groups General Information
   • Setting Up Secured Clients
   • Setting Up Staff with Access to Secured Clients
5. Click one of the Save buttons or cancel.

Button	Description
Save	Saves the changes and the window stays open for editing.
Save & New	Saves the changes and opens a new window to create a new entry. This option is available only when you are creating a new entry.
Save & Close	Saves the changes and exits the window.
Cancel	Exits the window without saving your changes.