Using Security

Last modified 08:05, 24 Apr 2017

Overview

 Security settings are used to set up access rights or prevent unauthorised access to areas within the application or to your practice's database. There are different types of security settings.

Security Group Maintenance

This is where you define the names for the security groups to identify employees in the practice. For example, you may create a ‘Manager’ group and a ‘Team Member’ group.

Security Group Membership

This is where you add employees to security groups to define their access rights to the application. This is usually completed when using the Wizard to create a record of an employee but can also be done through the Employee Details page: Security Groups tab.

Assignment Data Security

This is where you define an additional level of security that controls which areas in the practice ( CompanyOfficeDepartment, or Centre ,) can see assignments for clients that are sensitive. These settings apply across the whole practice.

Centre means a geographically defined area, for example, Europe or Australasia, or a business related area such as Tax Processing.

Department means the different areas that carry out the work in the practice.

Office means a physical location of your practice, for example, a branch of your practice.

Company means the different entities within your practice. For example, you may have a company for the main business, one for the partnership and perhaps one for the financial advising division.

Assignment Team Security

This is where you set up the application to cross check an employee's Primary Stationed Record with the Company, Office, Department or Centre set up for an Assignment and where they match, add the employee to the Assignment Team .

The Assignment Team comprises employees of different employee categories who are allocated work on an assignment.

An assignment is one of the various types of professional services that you offer clients. An assignment also includes the internal work carried out in by the practice in support of those services.

When you create a record for an employee, you enter personal information about them as well as allocating them to their primary company, office, department and centre within the practice. The combination you choose is called the employee's Primary Stationed Record.

You can allocate an employee to multiples of companies, offices, departments and centres within the practice but only one combination is their Primary Station Record.

Task Permissions

This is where you define securable features that can and cannot be accessed by each security group. For example, the members of the ‘Basic’ group can access their employee task list, but cannot access the Time Processing Category information, or a 'Manager' group is given access to authorise timesheets.

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