How To
Member Permission Levels
CCH IFirm Organisation Management
Member permissions
Below is a summary of the different permissions available to Members in CCH iFirm.
| Permissions | Admin user | Regular user |
| Can manage organisation settings |  |  |
| Can view/edit all clients | | |
| Can view/edit only clients they have access to | | |
| Can edit Member permissions | | |
| Can change Member access to Support Portal | | |
| Can invite Members with Get invitation link | | |
| Can approve Member Join requests | | |
Related documents
CCH iFirm licenses before 1st September 2025
This document provides guidance on managing CCH iFirm accounts post-launch in September 2025. Customers with contracts activated after January 31, 2025, received zero-value invoices to establish opening balances, allowing access to historical usage reports via Excel. Contracts active before January 31, 2025, will not show product usage until renewal. Additionally, any expired contracts prior to September 1, 2025, lack transferred usage history, and related invoices will generate error messages when attempted to be accessed. The document highlights features of the new accounts interface and the handling of additional usage charges.
Organisation Management Overview
This document provides an overview for Wolters Kluwer Account Administrators on using the CCH iFirm Organisation Management tool. It outlines how to access the tool, manage members, and edit organisation details, such as the organisation name, VAT number, and company registration number. Admin-level users can make changes to the organisation's information, including inviting new members and managing application access. Additional help resources are linked for further assistance.
Logging into CCH iFirm: Admin & User Access Guide
This document provides guidance on logging into CCH iFirm, specifically targeting Admin users and existing/new users of the CCH iFirm cloud product. It includes links to the Help Guide for Admins and instructions for managing user access. If an organization has not begun using CCH iFirm, existing administrators should use the Wolters Kluwer Account self-service portal. Additionally, it highlights the requirement for email matching between CCH iFirm and CCH Central for access. For further assistance, users are advised to contact their organization's Wolters Kluwer Account Administrator.
What is CCH iFirm?
This document provides an overview of CCH iFirm, a cloud-based platform offering various products such as AML, accounts production, and personal tax services. It highlights the functionalities of Organisation Management for administrators, enabling them to control member access and manage settings. Users are advised to utilize the new Organisation Management app for member invitations instead of the previous support tool. The document also includes instructions for accessing the Organisation Management area and emphasizes the roles of Wolters Kluwer Account Administrators in managing memberships and product access.
CCH iFirm Help Guide for Admin Users
The Help Guide outlines the process for inviting and managing members to the Wolters Kluwer platform, specifically using CCH iFirm. It explains the roles of administrators in managing user accounts, how to invite new members, grant or revoke product access, and the importance of mandatory product access. The guide also covers bulk invitations and the procedures for handling access requests from existing members. It emphasizes the necessity of correct email association for login and provides guidance on navigating the platform for efficient user management.