Managing Staff Access Groups
Before creating a staff access group Your firm can create staff access groups to both limit and grant access to the staff in the access group. The access can be defined on a work product module basis., you should have the following information available:
- A unique name for the staff access group
- The product or product module Distinct programs that are components of products in the Suite. where staff are to be secured
- The staff 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 position of staff to be secured, if you are using attribute criteria to secure staff
- The staff with access The staff with rights to view data of secured information. to the secured staff Staff whose information is secured. Only specifically authorized staff have access to information of secured staff.
- The organizational units and positions of staff with access, if you are using attribute criteria to select staff with access
To manage staff access groups, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click Access groups under Security.
- Click Staff Access Groups on the navigation panel.
- Do one of the following:
- Add a staff access group.
- Delete a staff access group.
- Enter or edit profile settings, as needed. See the following topics for more information on each profile tab:
- Click one of the Save buttons or Cancel.
Copy an existing staff access group.
Edit an existing staff access group.