Data Security - Contact Security

Data Security > Contact Security 

Note: There must be a user connected/signed-in to the CCH iFirm Authentication within the CCH iFirm Console

Data security in CCH Central syncs seamlessly with Contact security within CCH iFirm. In other words, with CCH Central being the definitive source, CCH iFirm is linked to the security set in CCH Central.

When Data Security is switched on in CCH Central, it updates the Contact Security within CCH iFirm to match.  So, in essence, what contacts/clients the employee can see in CCH Central will match what the employee can see within CCH iFirm.  Employees should not need to access the settings area within CCH iFirm.  But for internal purposes, CCH iFirm Contact security is found under:  Settings > Contacts > Contact Security > (drill into a user).  You are then presented with the security for the relevant user.

When Contact Security is activated in CCH iFirm, all users are granted access to all contacts (contacts and clients) by default.  Contacts can then be blocked or allowed on a user-by-user basis.  Fortunately, this is all achieved by the link with CCH Central.