How To
Task Permissions: Job Management
CCH Central
Task Permissions that need to be considered when implementing Job Management.
Task Permissions
There are several Task Permissions that will need to considered when implementing Job Management. You can find all of the below within File > Maintenance > Security > Task Permissions
| Product | Task Permission | Description |
| Central | [Maintenance] [Assignment] [Job Mode] |
Allows access to the Job Mode window within File -> Maintenance -> Assignment |
| Central | #Homepage #Job sheet write access |
Users who not have write access will not be able to make amendments on the Job Sheet homepage control. This includes editing of formulas, dates, status' and comments. The only amendments that can be made will include
|
| Central | #Client #Add Assignment From Template | This permission enables users to add an assignment from an assignment template to an open client record |
| Central | #Client #Edit Job | This permission enables users to click on the Job hyperlink from both the Job Sheet homepage control and the assginment tab and edit the Job details |
| Central | #Client #Remove Job | This permission enables users to delete a Job using the Remove Job right click option on the client assignment tab |
| Central | #Client #Add Job | This permission enables users to add a Job to an assignment from the client assignments tab, using the right click Add Job option |
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