Role Functional Rights Explained
You can assign functional rights to a role if you selected Staff acting in this role should inherit rights specific to the role from the Role Profile > General window.
Only rights recognized when staff act in roles display. Administrative rights that are not related to roles are hidden.
The rights defined with the role are applied when the staff are assigned to the role and are working on the project where the role is assigned.
The functional right assignment can be one of the following:
- Undefined. Access is not yet assigned.
- Granted. Access is allowed.
- Never Allowed. Restricts all access, including any inherited access. This keeps the users assigned to the security group from performing the function even when the same users are members of another security group or assigned a role that has been granted the same permission.
Tax
Module | Parent Function | Child Function | Permission Description |
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Tax Preparation | |||
Tax returns | Grants the user the ability to add, edit, view, or delete tax returns. | ||
Recover returns | Grants the user the ability to restore returns from recovery files. | ||
Remove lock on return in use | Grants the user the ability to remove in-use locks on returns. | ||
EFS status - Upload and hold return for release | Grants the user the ability to upload returns to the Electronic Filing System and hold the returns for release to taxing authorities. | ||
EFS status - Upload and release return to taxing authority | Grants the user the ability to upload returns to the Electronic Filing System and release the returns to taxing authorities. | ||
Remove lock to prevent changes | Grants the user the ability to unlock and enable changes to returns. | ||
Delete all overrides | Grants the user the ability to clear all overrides in a tax return in one transaction. | ||
Tax Correspondence Manager | |||
Modify letters for return | Grants the user the ability to edit letters in returns. | ||
Publish to document management systems | Grants the user the ability to send tax return files to document management systems. |
Workstream
Module | Parent Function | Child Function | Permission Description |
---|---|---|---|
Workflow Management | |||
Project | |||
Edit actual start date | Grants the user the ability to edit the actual start date of the project. If the user updates a transaction in CCH Axcess Practice that impacts the actual start date, they are not required to have this permission. | ||
Enter manual adjustments to the budget summary | Grants the user the ability to enter manual adjustments to the budget summary of the project. | ||
Close project | Grants the user the ability to close a project. | ||
Reopen a project | Grants the user the ability to reopen a project. | ||
Edit closed projects | Grants the user the ability to edit closed projects. | ||
View project workstep | Grants the user the ability to view the worksteps on a project. | ||
Roll forward | Grants the user the ability to roll projects forward. | ||
Project workstep | Grants the user the ability to work with project worksteps. If the user updates a transaction in CCH Axcess Practice that impacts the actual start date or WIP, they are not required to have this permission. | ||
Mark others workstep complete | Grants the user the ability to mark worksteps complete even if the workstep is assigned to another staff person. | ||
Reopen a workstep | Grants the user the ability to reopen a closed workstep. | ||
Project financials | Grants the user the ability to see budget or actual amounts on projects and/or worksteps. |
Document
Parent Function | Child Function | Second-level Child Function | Permission Description |
---|---|---|---|
File Management | Allows users to work with files for a client entity. | ||
Add scanned file | Allows users to add scanned files to a client entity. | ||
Append to PDF | Allows users to append a PDF file to an existing file with the same name for a client entity during the upload process. | ||
Portal | Allows users to create and delete client portals, and view and edit configuration options for those portals. | ||
Approve or Reject Portal Files | Allows users to approve or reject files added to the portal by client end users. This permission is required to be a firm approver for a portal. | ||
Recall published files | Allows users to recall a published file from the portal and bring it back to Document. Changes made to the file while in the portal are lost. The file will no longer be available to client users of the portal. | ||
Publish | Allows users to publish a file from Document or other CCH |
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Unpublish | Allows users to unpublish a file from the portal and bring it back to Document. Changes made to the file while in the portal will be retained. The file will no longer be available to client users of the portal. | ||
Archive/Unarchive files | Allows users to view, edit, and delete archive files for a client entity and allows the user to move a firm entity's file to archive storage. | ||
Cancel check-out | Allows users to cancel check-out of a file which that user has checked out for a client entity. Changes made to the file since it was checked out will be lost. | ||
Check in/out | Allows users to check out and check in files for a client entity. User can only check in files that were checked out by that same user. | ||
Copy/move | Allows users to copy or move files for a client entity. | ||
Download | Allows users to download a read-only copy of a file for a client entity. | ||
Edit retention period | Allows users to modify the retention period of a file for a client entity. | ||
File groups | Allows users to add a file from a client entity to a file group. | ||
History | Allows users to view history of a file for a client entity. | ||
Properties | Allows users to view and edit the properties of a file for a client entity. | ||
File-level permissions | Allows users to add, edit, view, and delete file-level permissions for a file belonging to a Client entity. | ||
Files | Allows users to add, direct edit, view, and delete files for a Client entity. | ||
Lock/unlock files | Allows users to lock and unlock files for a Client entity. User can only unlock files which were locked by that same user. | ||
Overwrite duplicates | Allows users to overwrite files for a Client entity when uploading a file with a duplicate name. | ||
Preview | Allows users to view a preview of a file for a Client entity. | ||
Previous versions | Allows users to view, restore, and delete previous versions of files for a Client entity. This feature requires the system to be configured to store two or more versions of files. | ||
Send as attachment | Allows users to send a file for a Client entity through email as an attachment. | ||
Synchronize offline files | Allows users to select files from a Client entity to be synchronized for offline viewing. | ||
Discussions | Allows users to view and participate in discussions about files for a Client entity. | ||
Attach file to post | Allows users to attach a copy of a Client entity's file being discussed to notification emails. | ||
Close or reopen thread | Allows users to close or reopen discussion threads about files for a Client entity. | ||
Mark or unmark thread as sticky | Allows users to mark or unmark discussion threads about files for a Client entity as sticky. Sticky threads appear at the top of the list of discussion threads for a file. | ||
Others posts | Allows users to view, add, edit, and delete other users' discussion posts about files for a Client entity. | ||
Own posts | Allows users to view, add, edit, and delete the user's own discussion posts about files for a Client entity. | ||
Reply to posts | Allows users to reply to posted discussion threads about files for a Client entity. | ||
Send to Engagement |
Allows users to send files from a Client entity to an Engagement binder in the user's local file room (LFR). |
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Task assignment | Allows users to assign tasks to other users. | ||
Client Profile | Allows users to view and edit Document related options on a Client entity profile. | ||
Folder templates | Allows users to view and edit the folder template for a Client entity. | ||
Custom folders | Allows users to view, add, edit, and delete custom folders for a Client entity. |
Portal
Parent Function | Child Function | Second-level Child Function | Permission Description |
---|---|---|---|
Client Profile | Allows users to view and edit portal-related settings on the client profile. This permission is required to view the Portal plug-in to the client profile. | ||
Portal Management | Allows users to create, edit, view, and delete client portals. | ||
Client Area | Allows users to create or edit the client area for a client portal. | ||
Enable or Disable Portal | Allows users to activate or deactivate an existing client portal. | ||
Firm User Access List | Allows users to specify or change the list of firm users who have access to a portal. | ||
Folder Templates | Allows users to select a folder template to assign to a portal during portal creation. If no files have been added to an existing portal, this permission allows the user to change the assigned folder template for the portal. |