Settings security roles

With this role users can edit the settings that govern the Client Portal module and customise the Portal Homepage.

With this role users can access and edit all the Contacts settings as identified in the screen shot below.

With this role users can edit the settings that govern the Documents module.

With this role users can perform tasks in a number of areas:

• Firm Details - users can edit the firm details that were entered during the setup process. 
• Firm Filtering & Group Settings - users can set up custom groups and filtering options to assign to contacts. This is applicable to firms that have the Practice Manager module.
• Dashboard Content - users can add and edit content on the dashboard.

With this role users can access and adjust the installation settings that are relevant to the firm. For example, users can import some forms of data into CCH iFirm and integrate with some other systems. 

With this role users can access and edit the settings for the integration with Xero software.

With this role users can access and edit the settings for the Practice KnowHow module, as outlined in the screen shot below.

With this role users can access and edit the settings for the Practice Manager module, as outlined in the screen shot below. Users can also view these reports: Disbursement Codes and Activity Codes.