How to Delete a Security Group (CCH Practice Management)
The application comes with some default security groups but you can delete any security group as required.
Default Security Groups
The default security groups are:
| Basic 1 | Allows Personal TimeSheet / Disbursement Entry and Basic Client Contact Access. |
| Basic 2 | Basic JH |
| Manager | Full Access apart from high risk Maintenance Codes and Personal Details |
| Partner | Full Access apart from high risk Maintenance Codes |
| Secretarial | Full Access apart form high risk Maintenance Codes |
| SuperPartner | Full access but can only see timesheets that they have access to |
| SuperUser | Full Access |
Delete a Security Group
- On the main menu, click Maintenance > Security > Security Group Maintenance.
- In the Security Group Maintenance window, click the blue margin cell in the row of the group you want to delete
- Press the [Delete] key. When prompted to confirm the delete action, click Yes. The group is deleted.
Note: You cannot delete a responsibility type that is being used by the system.
- When you are finished, click OK to save the changes and close the window.