The following information outlines what each of the Security security roles allows a user to do in the system, in order of limited to full access, where applicable. These roles are suitable for an administration user.
Security - View, Add and Edit Users
With this role users can access the User Manager area via Settings > Security to view, add, activate, and edit user accounts. They can also deactivate or delete accounts and reset passwords. However, users are restricted from editing all details in the user accounts, such as assigning security roles or adding standard hours. These tasks require additional security roles (numbers 2 and 3 below).
Security - View and Edit Budgets, Rates and Hours for User
This role can only be used in conjunction with the Security - View, Add and Edit Users security role. With this role users can view information panels on the Edit User screen, where they can add and edit the User Chargeout Rates, Budgeted Billable Percentages and Standard Hours for each user.
Security - Manage User Security
This role controls all security access in CCH iFirm and can only be used in conjunction with the Security - View, Add and Edit Users security role. With this role users can manage the security roles for all users of CCH iFirm, including themselves via the Security tab in each user's account.
Security - CCH iFirm Network
With this role users can access the CCH iFirm Network page via Settings > Security to get the integration settings for CCH iFirm. For example, you need the CCH iFirm Import Tool API key if you want to import contact records from MYOB AO and you need the CCH iFirm Document Manager API key if you want to import documents from Document Manager.
Go back to theAssign profiles and security roles to user accounts page.
