Add user accounts

Security - View, Add and Edit Users

The person in your firm responsible for setting up and maintaining user accounts can log in to CCH iFirm as the admin user or general user to manually add other user accounts. 

We recommend you add all of your users, then send the login details in bulk. This will save you time and ensures all your users can begin to use CCH iFirm at the same time.

If you are NOT running other modules of the CCH iFirm, you will see some fields that do NOT apply to your firm when you add a user - just ignore them. If you want to ensure that certain user information remains confidential, leave the sensitive fields blank. Once you have added a Partner/Admin user it is not possible change their user name, password or security role.

1. Click Security > User Manager - if using your Admin login, OR click Settings > Security > User Manager - if using your User login.
2. Click Add User.
3. On the Details tab, enter the mandatory details about the user: 
   • User Name - This can be a maximum of 10 characters. Ensure you do NOT include an apostrophe.
   • The user's First Name and Last Name.
   • The user's Email Address.

4. Customise the settings to suit your needs:

   Setting	Description
   Default number of items on Page	Set how many items you want to be displayed on a page before the user has to navigate to the next page.
   Contacts Sort Order & Navigation	Set the sort order, either Name (default) or Code, for the grids and the navigation links (Start, Previous, Next and End) in the Contacts module.
   Default Report Tab	Set the report tab that displays by default when the user clicks Reports > All Reports. This enables the user to get to those reports more quickly.
   Timesheet Entry Method	Select Actual Time, Units or Decimal as the timesheet entry method.
   User [group1 name] and User [group2 name	Select the applicable options. These options are available if you have set up custom groups and filters for your firm.
   Display name in Partner field	Select this check box if you want the user to display as a partner in a contact's profile.
   Display name in Manager field	Select this check box if you want the user to display as a manager in a contact's profile.
   Display user in Capacity Planning field	Select this check box if you want the user to appear in the Capacity Planning area of Practice Manager.
   Track Efficiency for user	Select this check box if you want the user to be included in efficiency reporting.
   Use Advanced HTML Editor	Select this check box if you want the user to have access to the full HTML editing toolbar in the Practice KnowHow module (for advanced users).

5. Click the Profile tab to add more details, if required.
   • Use the Calendar button to select the day the user started work at your firm.
   • Enter the user's work, home, and mobile phone numbers.

   • Use the Calendar button to select the user's birthday.

     Users can enter details about themselves by clicking their user name in the top menu.
     

6. Click the Security tab and assign the relevant profiles and security roles.
   • We recommend you assign the Contacts - View Only security role to all users, so that they can access the Contacts module and view your contact records.
   • You may want to delegate the tasks of setting up the Contacts module, adding contact records or setting up users to another staff member. In this case, you will need to apply the applicable security roles to that user's account. For example, Settings - Contacts.
   • More security roles will become available once your module(s) is activated. For example, if you bought  Practice Manager, you will NOT be able to assign any Practice Manager security roles until the module is activated. You can come back and edit user accounts at any time.
7. Click the HR tab to record the home address details, if required.
8. Click the Integration tab, if applicable.
   • Type the user's IntelliConnect username and password (requires Practice KnowHow and an IntelliConnect subscription).
9. Click Save.
10. Repeat the above steps to add user accounts for all staff members who will be using CCH iFirm.

11. Send the logins in bulk when you have finished adding all users.

    Alternatively, you can click Send Login Details at the top of the Edit User page to notify that individual user of the new account.