Security
Last update:CCH Central
Employee Details page: Security Groups tab
The document outlines the functionality of the Security Groups tab on the Employee Details page, which displays and allows modifications to an employee's database access rights. Users can assign security permissions via a step-by-step process involving a search for relevant security groups based on product or employee role. The document includes specific steps for selecting, saving, and exiting security permissions, facilitating tailored access for employees according to their job requirements.
CCH Central
Security
This document outlines the protocols for applying security within the CCH Central reporting process, emphasizing that only administration team members are authorized to implement security measures. It details various security-related categories, including Data Security, Task Permissions, Document Security, Employee Group Security, Extra Field Security, and Security Group Maintenance, with linked resources for further guidance on each aspect.
CCH Central
Assigning an employee to a security group
The document outlines the process for assigning employees to Security Groups, which grants necessary database access permissions. It details that assignments typically occur during employee record creation but can also be modified later through the Security Groups tab on the Employees Details page. The step-by-step instructions guide users on accepting the default security group or selecting a different one, including how to search for available groups and save changes, ensuring employees have appropriate access rights.
CCH Central
Bulk Update Wizard: Employee Security group
This document provides a step-by-step guide on how to bulk update employee security groups using a Bulk Update wizard. It outlines the process of selecting employees, choosing current and new security groups, and confirming the update. Important notes include that only employees belonging to the selected current security group will be updated. The document emphasizes checking and confirming the number of records to be updated before finalizing changes.
CCH Central
Employee Group
The document outlines the steps for adding employees to security groups in a specific application, emphasizing that every employee must belong to at least one group to access the database. It provides a detailed, step-by-step guide for both adding an employee to a group and editing their group memberships, including navigation through the application menus and the selection process. Visual aids in the form of images are included to assist users in the process.
CCH Central
Controlling Access to Client Data via Data Security
This document outlines a system for controlling user access to sensitive client information and assignments within a practice. It details procedures for restricting access based on Company, Office, Department, or Centre affiliations of employees. Users can enable or disable various checkboxes to limit search results to clients and assignments matching an employee's stationed record. Clear settings allow full access to all clients and assignments. The document also mentions the option to manage access further through the Responsibility tab for individual clients or assignments.
CCH Central
Extra Field Security
The document outlines the procedure for managing Extra Field Security within a system, allowing administrators to restrict or hide extra field groups for specific security groups. Step-by-step instructions guide users through accessing the Extra Field Security settings, selecting security groups, and modifying visibility options for extra field groups. It details which areas are affected by hidden fields and notes that extra fields from the "NONE" group remain visible to all security groups. Key implications for users associated with different security groups and their access to extra fields are also highlighted.
CCH Central
Security Group Maintenance
This document explains the management of security groups within a database system. It details how to set up, modify, and delete security groups for employees, primarily based on their staff level or job functions. Key steps include naming the group, providing a description, and the option for Super User access. Caution is advised when granting such permissions due to full access implications. Additionally, users cannot delete a security group if employees are assigned to it. The document includes step-by-step instructions for each process, ensuring users can manage security groups effectively.
CCH Central
Security Settings: Symbols
This document outlines the permissions system used by software administrators to control user access and modifications. It describes the symbols employed in permissions, including brackets for menu options, the '@' symbol for tabs, and the '#' symbol for functions. An example illustrates how these symbols combine to specify user access to particular areas within the software, such as the Responsibility tab on the Client page.
CCH Central
Task Permissions: Security Groups
This document outlines the process for managing task permissions within security groups in CCH Central software. It details how to add or remove permissions for groups linked to specific products via a step-by-step menu navigation. Each group can have tailored access levels, with specific permissions denoted by symbols for functionality, access to tabs, or menu options. The recommendation includes a two-tier security structure for better control over product access and emphasizes avoiding permission duplication in cases of multiple security groups for individual employees.
CCH Central
Report Security Groups
This document outlines the conditions for applying individual permissions within a security group in the Reporting tab. Users with the "Can Set Permission" permission can modify these settings, while others will see the security group option greyed out, indicating they lack the necessary permissions. A link for further details on task permissions is also provided.
CCH Central
Data Security
The CCH Reporting module adheres to CCH Central's Data Security standards. However, it is important to note that reports featuring totals may not align with those generated by users with complete client access when Data Security is activated.
CCH Central
CCH Central: Data Security and Protection Consultancy
This document outlines a consultancy program aimed at enhancing the data security and protection setup of CCH Central. It includes a review of existing procedures, best practice guidance, and necessary database adjustments. The course is delivered in two sessions, focusing on specific security settings and checks. Intended for System Administrators, IT staff, and CCH Central Champions, participants should have prior knowledge of CCH Central. The program also addresses recent changes in data security and compliance requirements within the software. Additional resources for learning and support are provided.