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CCH Software User Documentation

Security Group Maintenance

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Setting up a security group

Choose File > Maintenance > Security Group Maintenance to open the window which lists all security groups.

To add a new security group:

  1. On the first row under the column heading Name, type the name of the new security group.

 2. Type the description of the security group under the column heading Description to provide information of the level of access for the group.

 3. Check the box on the column heading Super User if you want the group to have unlimited access to all task permissions.

Super User access should be used with caution as this allows FULL ACCESS to the suite of products, with no restriction.

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It is possible to copy a security group, highlight the line of the group you want to copy, right click on the line, an option to  Copy Security Group appears, click on it. The copied security group will be added to the list, click on the name and description fields to edit them accordingly. Use this facility with caution as it will copy all of the Task Permissons relating to the Security Group
Please refer to Task Permissions for more information.

 

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