Selecting Attribute Values

The Select Attribute Values window is used when setting up security groups, client access groups, or staff access groups. The window displays when you choose to do the following:

• Securing clients or staff by organizational unit. Select from the following:
  • Organizational units or responsible staff associated with the clients to be included in a client access group.
  • Organizational units or positions of the staff to be included in a staff access group.

  All clients or staff associated with the selected attributes will be secured.

• Assigning staff by organizational unit or position. Select the organizational units or positions of the staff to do the following:
  • Obtain the rights of a security group.
  • Have access to clients or staff included in an access group. All staff associated with the specified attributes will have access to work with the clients or staff in the access group.

To select the attribute values, do the following:

1. Select the appropriate values from the grid. One of the following value types display in the grid, depending on how you selected to open the Select Attribute Values window:
   • Organizational units. The organizational units set up for your firm in Firm settings and defaults are listed.
   • Responsible staff. The client responsible staff set up for your firm in Client Lists are listed.
   • Positions. The positions set up for your firm in Staff Lists are listed.

Tip: Click Find to search for a specific value in the grid. Enter the complete criteria to search for specific records or partial information to search for similar matches.

2. Click OK.

See the following topics for more information:

• Using Security Groups
• Using Client Access Groups
• Using Staff Access Groups