Restricting access to clients using CCH Central
This covers how to restrict user access to clients using CCH Central.
Restricting access to clients using CCH Central
It is possible to restrict user access to audit clients via CCH Central as follows:
- Create a virtual company (e.g. named External Review)
- Create an Employee record (e.g. named Third Party) and ensure they have access to CCH Audit Automation at the appropriate level
- In the Employee record select External Review in the company field
- In the Maintenance section off the file drop down menu select Security > Data Security
- Under the client heading ensure the company checkbox is ticked
- For those clients you want Third Party to access add Third Party to the client Team and click the Allowed checkbox (do not tick Apply Team Security checkbox)
In CCH Audit Automation, go to System options in the ribbon
and click the Apply Central data security checkbox (last option bottom left)
