Topic results Security Groups

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.
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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.
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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.
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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.
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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.
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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.
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CCH Practice Management
Security Groups
This document outlines the structure and management of default security groups within a database system. It provides a list of default security groups, detailing their access levels. Instructions are included for setting up, editing, and deleting security groups, as well as adding employees to these groups to inherit permissions. It emphasizes that every employee must belong to at least one group to utilize the database. The document also highlights the flexibility to change group memberships as needed for ongoing security management.
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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.
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