Skip to main content
CCH Software User Documentation

Member Permission Levels

 

A table of the different Member permission levels in CCH iFirm.

Member permissions

Below is a summary of the different permissions available to Members in CCH iFirm.

  Admin user Regular user
Can manage organisation settings tick-white.png wrong-white.png
Can view/edit all clients tick-white.png wrong-white.png
Can view/edit only clients they have access to wrong-white.png tick-white.png
Can edit Member permissions tick-white.png wrong-white.png
Can change Member access to Support Portal tick-white.png wrong-white.png
Can invite Members with Get invitation link tick-white.png tick-white.png
Can approve Member Join requests tick-white.png wrong-white.png

 

  • Was this article helpful?