Security groups are used to allow or restrict access for your staff to CCH Axcess modules and functions.
The General tab of the Security Group Profile window allows you to create a unique identifier and create or edit an optional description for each security group in your firm. You can also select the organizational units where the rights of the security group will be applied. Other tabs available from the profile window allow you to manage functional rights for a security group and to assign staff to a security group.
Rights defined in a security group apply when staff assigned to the security group work on areas shown on the Functional Rights tab.
Staff are assigned to security groups either individually or by attributes of the staff.
Access options include the following:
Undefined. Functional right not yet assigned.
Grant. Functional right allowed.
Never allow. Restricts all functional rights including any inherited access.
To access the security group creation window, do the following:
Open Dashboard, click Application Links on the navigation panel, and then click Security groups under Security.
Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New
Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information.
Note: This option is not available in edit mode.
Save & Close
Saves the changes and exits the window. An error message displays if you click this button before entering all required information.