Setting Client Collaboration Permissions

The tasks that a staff member can perform in Client Collaboration are determined by the security group A set of access rights and restrictions that are assigned to a specific group of staff members. Any staff member assigned to the security group automatically receives that group's access rights. that the staff member is included in and the functional rights that are assigned to that security group.

The procedure below provides high-level instructions for assigning functional rights to an existing security group. It also describes the functional rights available for Client Collaboration.

• If you need to create a new security group or need more information about security groups, we recommend reviewing the Security Settings section of the Administration Manager Help.
• For instructions on assigning a user to a security group, see Assigning Staff to Security Groups in the Administration Manager Help.

Note: You must have administrative permissions in CCH Axcess to access and change permissions for a security group.

To set Client Collaboration functional rights for an existing security group or staff member, do the following:

1. On the Application links page in Dashboard, click Security Groups under Security.
2. Select the security group you want to make changes to, and then click Open.
3. Click Functional rights on the navigation pane.
4. Click the Client Collaboration tab.
5. Click the arrow next to a section to expand it and view the rights that can be assigned to the security group. For more information about the available rights, click the sections below.
   • Dashboard

     Functional Right	Add	Edit	View	Delete
     Launch Client Collaboration	N/A	N/A	Log in to the Client Collaboration web site View the Client Collaboration link on the CCH Axcess Dashboard	N/A

   • Request Dashboard

     Function	Add	Edit	View	Delete
     Client Requests	Select Grant to allow staff members in this security group to:  Create and send requests Preview engagement letters Edit individual engagement letters in a request	Select Grant to allow staff members in this security group to:  Update options in a request Resend invitations Close requests Reopen requests	Select Grant to allow staff members in this security group to:  Access the Requests dashboard View requests for the clients that they have access to as set by their organizational unit and client access group assignments	Select Grant to allow staff members in this security group to delete a request, including the organizer and engagement letter.
     IND Organizer and Tax Documents	N/A	N/A	Select Grant to allow staff members in this security group to download the organizer and tax documents for requests that are visible to them on the Requests dashboard	N/A
     Document Locker	Select Grant to allow staff members in this security group to add files to a client's Document Locker	Select Grant to allow staff members in this security group to: Download files from a client's Document Locker Move files between the Document Locker and the Request List	Select Grant to allow staff members in this security group to: View the list of files in a Document Locker Preview files in a Document Locker	Select Grant to allow staff members in this security group to delete files from the client's Document Locker

   • Library

     Function	Add	Edit	View	Delete
     IND Templates	Select Grant to allow staff members in this security group to create new 1040 templates in the Library	Select Grant to allow staff members in this security group to: Edit an existing 1040 template Move a 1040 template to a new location in the Library tree	Select Grant to allow staff members in this security group to: View all 1040 templates in the Library Preview 1040 templates	Staff member can delete 1040 templates created by the firm; system provided templates cannot be deleted

   • Administration

   Function	Add	Edit	View	Delete
   Administration	N/A	Staff member can edit the settings in the Administration section of Client Collaboration	Staff member can view the settings in the Administration module of Client Collaboration	N/A

Note: The CCH Axcess administrator can also control which clients a staff member has permission to access with client access groups. See Using Client Access Groups in the Administration Manager Help for more information.