Using Security Groups to Give Staff Access to Modules and Functions
A security group is a way to define access rights for staff in CCH
You can individually select staff to include in a security group or set criteria for staff to include in the group. If you add staff by specifying criteria, you can review the selection list and add or remove staff as needed.
If you have the appropriate security permissions, you can create or edit security groups. If you need to create a similar security group, you can create a group by copying an existing group.
On the
Full Rights Security Group
The Default Administrator is automatically assigned to the Full Rights security group. This security group has all Single Sign-on (SSO) and product rights selected by default. The rights cannot be cleared.
The Full Rights security group cannot be deleted, and the Default Administrator cannot be unassigned from this security group.
The Default Administrator can assign or unassign other staff of the firm to/from the Full Rights security group.
Example Security Groups
You might consider setting up one or more of the following security groups:
Restricted access | Senior | |
Full access | Manager | |
Supervisor | Partner | |
Staff | Entry Staff |