CCH Practice Management
Setting up Assignment Team Security
The document outlines the process for setting up an Assignment Team within an application. It details how employees are automatically added to the team based on matching their Primary Stationed Records with specified assignment attributes (company, office, department, centre). This feature is optional and can be activated to streamline team assignments. Additionally, it provides a step-by-step guide on configuring Assignment Team Security, allowing users to specify which attributes trigger automatic member inclusion. Users can also manually assign employees if the automatic feature is not turned on.