startManage access to Products
How To

Manage access to Products

CCH IFirm Organisation Management
Last update: Reading time 2 minutes
User ManagementPermissions

    Access to products and applications for members can be managed in two areas within CCH iFirm. Access to products and applications cannot be changed for Administrators as they have access to all products and applications.

    NOTE:

     Only Administrators have permission to manage access to products.

    IMPORTANT INFORMATION! All members have access to Contact Management by default as it is a mandatory product all CCH iFirm members must have. This product can't be granted or revoked by an Administrator.

    Members Tab

    1. Click on the Members tab in the left menu.

    iFirm_OrganisationManagementOverview_ManageAccessToProducts1.png

    1. Select or search for the individual you would like to manage product access for.

    In the central column you will see the products they have access to.

    Revoking Product Access - Members 

    • To revoke access click 'REVOKE ACCESS' on the product or application you would like to revoke their access to.iFirm_OrganisationManagementOverview_ManageAccessToProducts2.png
    • Confirm the action by clicking 'REVOKE ACCESS' 

    iFirm_OrganisationManagementOverview_ManageAccessToProducts3.png

    The member will no longer have access to the product or application.

    Granting Product Access - Members 

    • To grant access click 'GRANT ACCESS' on the product or application you would like to give them access to.

    iFirm_OrganisationManagementOverview_ManageAccessToProducts4.png

    • Confirm the action by clicking 'GRANT ACCESS' 

    iFirm_OrganisationManagementOverview_ManageAccessToProducts5.png

    The member will now have access to the product or application.

    Products Tab

    1. Click on the Products tab in the left menu.

    iFirm_OrganisationManagementOverview_ManageAccessToProducts6.png

    1. Select the product or application you would like to manage access to and click on the members tab 

    iFirm_OrganisationManagementOverview_ManageAccessToProducts7.png

    1. Select or search for the individual you would like to manage product access for.

    In the central column you will see if they have access to the selected product.

    Revoke Product Access - Products

    • To revoke access click 'REVOKE ACCESS' on the product or application.

    iFirm_OrganisationManagementOverview_ManageAccessToProducts8.png

    • Confirm the action by clicking 'REVOKE ACCESS' 

    iFirm_OrganisationManagementOverview_ManageAccessToProducts9.png

    The member will no longer have access to the product or application.

    Grant Product Access - Products

    • To grant access click 'GRANT ACCESS' on the product or application.

    iFirm_OrganisationManagementOverview_ManageAccessToProducts9a.png

    • Confirm the action by clicking 'GRANT ACCESS' 

    iFirm_OrganisationManagementOverview_ManageAccessToProducts9b.png

    The member will now have access to the product or application.

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