Topic results Data Security

CCH Audit Automation
Restricting access to clients using CCH Central
This document outlines the procedure for restricting user access to audit clients in CCH Central. It explains necessary steps, including configuring security settings in the maintenance section, creating virtual companies, and linking employee records to the appropriate client teams. Users must be given access to clients either by linking them to the same company or by adding them to the client team with appropriate permissions. Lastly, it emphasizes the importance of applying Central data security settings in CCH Audit Automation for effective access control.
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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.
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CCH CGT And Dividend Scheduling
Update Securities
This document provides an overview of the configuration and management of SQLite databases used for storing stock-related information, referred to as masterfiles. It outlines the availability of annual databases from 1986/87, highlights the importance of regular updates for data from the last two years, and describes the procedure for downloading and managing files using the Gains.xml configuration. Additionally, it explains options for scheduling automatic updates and manually updating specific years, emphasizing the importance of keeping security data files current for accurate information.
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CCH Practice Management
Setting up Assignment Data Security
The document outlines the steps to set up Assignment Data Security within a system, enabling access restriction to assignments based on an employee's Primary Stationed Record. Users can limit access by selecting checkboxes for their company, office, department, or centre. It allows for multiple selections, securing access exclusively to employees within the chosen categories. To finalize the settings, users must click OK to save and close the window. Additionally, a related link to security documentation is provided for further reference.
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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.
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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.
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