Topic results Permissions

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 Workflow
Workflow Task Permissions
This document outlines the Task Permissions system for CCH Workflow, detailing how to control access and editing rights within the workflow environment. It provides a menu navigation path, followed by a comprehensive table of permissions categorized by group description, subcategory, and specific roles. Each permission grants varying levels of access, such as allowing users to view client and contact tabs, edit reference dates, manage workflows, and create reports. Additionally, it highlights features tied to the Workflow Designer module, which is a chargeable element for creating and modifying workflow templates.
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CCH IFirm Organisation Management
Member Permission Levels
This document provides a summary of the different member permission levels in CCH iFirm, distinguishing between Admin and Regular users. Admin users have comprehensive capabilities, such as managing organization settings, viewing/editing all clients, adjusting member permissions, and inviting new members. In contrast, Regular users have limited access, able only to view/edit clients they specifically have permission for. The document outlines key functionalities permitted to each user type, highlighting the more extensive privileges granted to Admin users.
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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 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
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 IFirm Personal Tax
Removing access to CCH iFirm Personal Tax
This document provides a step-by-step guide on how to remove access to CCH iFirm Personal Tax for users. It outlines the process which includes navigating through the File menu, selecting Maintenance, User defined, and Configuration. Users are instructed to locate the key name "iFirm_LaunchCloudButton" and change its value from 1 to 0 to restrict the ability to create personal tax returns. The final step is to click 'Ok' to apply the changes.
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CCH Central
Permissions for Send on Behalf in Outlook
This document provides a detailed guide on granting delegate access to email messages using Outlook with Microsoft Exchange accounts. It defines delegate access, outlines the permissions that can be assigned, and describes the steps involved in granting access and acting as a delegate. Instructions include configuring settings to enable delegate access, adding a delegate, and sending emails on behalf of another user. The article focuses exclusively on email delegate scenarios, omitting other areas like Calendars and Tasks.
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Onboarding
Cookies Policy
Cookies are integral to the way modern websites work. There are Strictly Necessary Cookies, Performance Cookies, Functional Cookies and Interest Cookies.
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