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CCH Software User Documentation

Task Permission

 

Task Permission

  1. Select 'File
  2. Click 'Maintenance' 
  3. Click 'Security
  4. Click ' Task permissions'
    removeaccessPT-iFirm3.png
  5. In the product drop down list select 'Personal Tax'
    removeaccessPT-iFirm4.png
  6. In the groups drop down list select which users to allow access
  7. Select 'Clients' from the group description 
  8. Ensure that the permissions description #Client#LaunchiFirmPT is tickedremoveaccessPT-iFirm5.png
  9. Click 'Ok'

 

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