Topic results Security Settings

CCH Audit Automation
Change passwords and edit users
This document provides instructions on managing users within the CCH Audit Automation system. Key actions include changing passwords, adding, editing, and deleting users, and understanding user access levels ranging from 0 (System Manager) to 5 (Read Only). Users can change details like name, email, and password, while system managers can modify user information without restrictions. The document also outlines procedures for user deactivation and reactivation when necessary. Lastly, it notes that certain users cannot be deleted if they have existing data entries.
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CCH Workflow
Security
This document outlines the importance of applying security within the CCH Workflow system, emphasizing that only members of the administration team on CCH Central should perform this task. It highlights the significance of proper security measures in the workflow process.
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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.
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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.
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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.
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CCH Document Management
Security
This document outlines the security model for CCH Document Management, emphasizing task permissions, data security, and document type security. It describes how task permissions control user access to system areas, while adhering to security measures defined in CCH Central. Data security restricts visibility of clients and assignments, preventing access to associated documents for unauthorized users. Additionally, document type security manages user access to various document libraries and types, delineating permissions for viewing, editing, and adding documents. Users lacking permissions will not see restricted libraries or document types within the system.
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Training and Consultancy
Firewall & Security defaults
This document provides a detailed guide on the default configuration ports and endpoints for securing the CCH Suite. It outlines necessary ports for services like the CCH Central Suite Installer, TeamViewer, and CCH OneClick. Various internet endpoints are specified for services, email notifications, and account verification. Additionally, the document lists required internal communication ports for optimal performance between the client and server. Security settings may need to be modified, and WKTAA can assist in verifying these configurations.
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Onboarding
IT Security Policy
The IT Security Policy of Wolters Kluwer emphasizes the importance of data protection in its tax and accounting services. It outlines a comprehensive security structure involving a three-tiered approach to governance, clear accountability for security risks, and adherence to ISO 27001 standards. Key areas include risk management, employee training, access control, vulnerability management, and incident response. The policy mandates regular assessments and updates, ensuring a proactive stance against threats. A strong focus on secure development practices and business continuity is also highlighted, reinforcing the company's commitment to protecting customer data and maintaining operational resilience.
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CCH Practice Management
Using Security
The document outlines security settings for application access and data protection within a practice. It details the maintenance and membership of security groups, designating employee access rights based on group categorization (e.g., Manager, Team Member). Additionally, it describes assignment data security to manage sensitive client information visibility across various practice levels (Company, Office, Department, Centre). Furthermore, it explains establishing assignment teams through employee records and task permissions that govern feature accessibility based on security groups. Overall, the document emphasizes structured access control to enhance data security.
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CCH Practice Management
Symbols used in Security Settings
This document explains the use of specific symbols for configuring task permissions within a system. It outlines the meanings of brackets [ ], the '@' symbol, and the '#' symbol, with examples illustrating their application in referring to menu options, tabs, and functions, respectively. For instance, '# Client@Responsibility' specifies the Client page and Responsibility tab. Additionally, a link to related security settings is provided.
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Twinfield
How to Change a Twinfield Password
This document provides instructions on how to change a password for Twinfield upon first login. Users must enter their current password, create a new password with a minimum of 8 characters that includes at least one capital letter and two numbers, and then confirm the new password. Additionally, a video tutorial on password management is available via a provided link.
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