Your administrator
A user account created at installation with full rights and ownership of the organizational structure. or staff with the security group A set of access rights and restrictions. Staff assigned to the security group automatically receive the group's access rights. , client access group A group of staff members who have permission to access information for a group of clients., or 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. functional rights can set default security options for your firm. From the Dashboard >