Topic results User Management

CCH Trust Accounts
Setting up users - CCH Trust Accounts
The document outlines the user access control system for CCH Trust Accounts, detailing three setup options: no user IDs, user IDs with sign-in requirements, and automatic login using network login names. It explains the user creation process, the assignment of rights for system management, securities maintenance, and common file maintenance. Local user rights are also addressed, emphasizing access permissions for client databases. Additional features include client access rights and grouping users for easier management. Recent updates enhance user access control by restricting visibility of clients based on assigned user rights, specifically in the SQL Server version.
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CCH Company Secretarial
Appendix C
The document outlines best practices for changing addresses in CCH Central and CCH Company Secretarial. It describes two methods: enabling two-way sync and syncing from Company Secretarial only. The first method involves ending the current address in CCH Central, waiting for synchronization, and then adding the new address, ensuring historical addresses remain unchanged. The second method requires updating the address directly in CCH Company Secretarial after ending it in CCH Central, also without altering historical data. Both methods emphasize the importance of proper synchronization due to the absence of end dates for addresses in CCH Company Secretarial.
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CCH Company Secretarial
Company Secretarial icon on find contacts screen
This document outlines the features of the Company Secretarial contacts within CCH Central, specifically highlighting an icon on the "Find Contacts" screen that indicates draft contacts synchronized from CCH Company Secretarial. It notes that once a draft contact is converted into a client, the icon will no longer appear.
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CCH Company Secretarial
Home Page controls
This document details the homepage controls for CCH Company Secretarial, highlighting two main features: the Company Secretarial Service and Draft Contacts. The Company Secretarial Service offers an overview of application status, including service operations and last update details, along with a history grid for synchronization issues. The Draft Contacts feature allows the review and management of new companies, directors, and secretaries, indicating potential matches with existing records in CCH Central. It facilitates merging and authorizing contacts for effective record management.
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CCH Company Secretarial
Appendix B
This document outlines the process and expectations for the first synchronisation with CCH Central. It emphasizes that exact matches will be linked seamlessly, while similar or unmatched records will appear for review in the Draft Contact HomePage. The initial synchronisation may take longer due to the volume of records. After completion, updates will follow configured settings. Additionally, it discusses a configuration option allowing contact addresses from CCH Company Secretarial to populate the Primary Address in CCH Central, requiring a special configuration key from CCH Support.
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CCH Company Secretarial
Appendix A
This document outlines the synchronization of core data fields, as indicated in the title. It includes visuals in Appendix A, likely depicting data structures or processes related to the synchronization task. The document appears to serve as a supplementary resource, illustrating the concepts discussed.
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CCH Audit Automation
Resetting the User Count
CCH Audit Automation tracks user access to data packs, with a maximum of one user for single-user systems and dynamic user counts for multi-user versions. The user count can be affected by events such as power failures, which may require a reset. The system provides real-time updates on active users and a facility to reset the user count from the maintenance menu. Care must be taken to ensure no users are actively accessing the data before performing a reset, as doing so may disrupt necessary operations. The user list is updated every 10 seconds and follows a last-in, first-out basis for active sessions.
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CCH Interactive Checklist
User Management
The document outlines user management within a system that employs Windows authentication. Users are automatically added upon initial login, with two user types: System Managers and Normal users. System Managers can perform administrative tasks such as adding, editing, or deleting users, and altering system settings. Normal users have limited access and can only manage their own accounts. The document details the processes for adding, editing, and deleting users, as well as setting or changing passwords, emphasizing that only System Managers hold the authority to manage user accounts and system configurations.
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CCH IFirm Organisation Management
Manage access to Products
This document provides instructions for managing member access to products and applications within CCH iFirm. Administrators have comprehensive access rights, while all members must have default access to the mandatory Contact Management product. The document outlines the processes for granting and revoking access via the Members and Products tabs, including necessary actions and confirmations. Clear visual aids are included to assist with navigation and execution of these tasks.
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CCH IFirm Organisation Management
Find Members
This document provides guidance on how to view and search for Members within an Organization. Users can access the Members list via the menu or overview page, where names are organized alphabetically. A search function is available to filter the list by entering at least three letters, which will match first or last names. Additionally, the Search feature can be utilized on 'Join requests' and 'Pending invites' tabs. Clicking a Member's name reveals their detailed information.
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CCH IFirm Organisation Management
Manage Members
This document provides a detailed guide on managing members within the iFirm organisation, outlining how to invite new members, view existing members' roles and access, and change their roles. It explains the processes for removing members, handling join requests—both approving and rejecting—and managing pending invites. Administrators have comprehensive access, while regular users have limited privileges. Additionally, the document details options for resending or revoking invitations and emphasizes the importance of verifying member identities during approvals.
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CCH Trust Accounts
Setting up users - CCH Central
This document provides a detailed guide on setting up employees in the CCH Central system to integrate with CCH Trust Accounts. It outlines the necessary steps for creating a new employee, including mandatory fields such as unique identifiers, personal details, and security group assignments. The document emphasizes the importance of specific access rights for CCH Trust Accounts users, particularly for preparing accounts and configuration purposes. Additionally, it includes instructions for adding extra security groups as needed.
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CCH Audit Automation
Resetting User Count
This document details the functionality of an Audit Automation system that tracks user access to data packs. It explains how user counts are displayed and the protocols for exclusive data access, including a real-time update of active users. It outlines the process for resetting the user count, the restrictions on access to this feature, and the importance of verifying user activity before clearing the count. The system's management of user sessions and potential issues caused by abrupt disconnections are also addressed, emphasizing careful procedures to prevent unauthorized access during data operations.
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