Topic results Task Permissions

CCH Workflow
CCH Central Task Permissions
This document outlines certain task permissions within the workflow system that are managed in CCH Central, rather than under the Workflow product. It provides guidance on accessing these permissions via the Maintenance menu and includes a table listing specific task permissions, including the "Employee" role, which restricts users to completing only their own tasks.
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CCH Practice Management
Set up Task Permissions
The document outlines the process of setting task permissions in a system to manage user access based on their security group. It details how to establish default permissions, customize them, or create new ones, emphasizing the importance of not deleting existing default permissions to maintain system functionality. It provides a step-by-step guide for setting task permissions, including selecting products, security groups, and allowing or disallowing tasks. Additionally, it references related resources for further assistance with security settings and task management.
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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 Fixed Asset Register
Task Permissions: Reference
This document outlines how system administrators can manage Task Permissions for the Fixed Asset Register within the Accounts Production software. It details the process for accessing permissions, the role of Security Groups, and how multiple roles can be assigned to employees. Available permissions are categorized under Group Descriptions like Client and Maintenance, with specific permissions related to the Fixed Asset Register including creation, deletion, and importing features. It highlights that permissions control access to crucial functions and warns about data deletion when importing from VAP.
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CCH Central
Task Permissions: Job Management
The document outlines essential Task Permissions necessary for successful implementation of Job Management in a central system. It details specific permissions related to job assignment and management, including access to the Job Mode window, write access to the Job Sheet homepage, and capabilities to add, edit, or remove jobs linked to client records. The table provided lists permissions alongside their descriptions, emphasizing both user limitations and functionalities for effective job management within the system.
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CCH Personal Tax
Task Permissions: Tax Return Bundle
The document outlines instructions for accessing and managing Task Permissions for the Tax Return Bundle in the Personal Tax product. It emphasizes that changes should be made cautiously by Superusers as they affect the entire system. Key steps include navigating to the Task Permissions window through the maintenance menu, selecting the appropriate product and group, and reviewing task permissions. It also highlights additional permissions specific to client tax return bundles. Visual images are included to aid understanding.
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CCH Central
Task Permissions: CCH Reporting
This document outlines the newly established Task Permissions for the Reporting product, detailing how to navigate to the security settings and apply permissions to specific security groups. It describes various permissions, such as allowing users to create, delete, and manage reports, along with access rights to report categories. Additionally, it highlights the need for administrators to manage field access for security tasks within the Reporting plugin and provides instructions for setting these permissions effectively.
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CCH Working Paper Management
Task Permissions: CCH Working Paper Management
This document outlines how to activate permissions for CCH Working Papers and CCH Document Management. It specifies that task permissions can be found under "File > Maintenance > Security > Task Permissions," where users should select "Working Papers" from the product list and choose the appropriate security group. An accompanying image illustrates this process.
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CCH IFirm Personal Tax
Task Permission
This document outlines the process for setting task permissions in the iFirm Personal Tax application. It details a step-by-step guide, starting from selecting 'File' to navigating through 'Maintenance' and 'Security' options, ultimately leading to the selection of user groups allowed to access the application. Key actions include choosing 'Personal Tax', selecting the appropriate user groups, ensuring the proper permissions are ticked, and confirming the settings by clicking 'Ok'. Illustrative images accompany some steps for clarity.
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CCH Corporation Tax
Security - Task Permissions
This document explains the task permissions model used in CCH Corporation Tax within CCH Central, detailing how to manage access to different system areas. Users can set permissions via the maintenance menu by selecting the appropriate product and group. To activate permissions, users must log out and back in. Additional resources for managing client data access, document security, and employee groups are provided for further guidance.
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