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CCH Software User Documentation


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Viewing Roles

To view the roles for CCH Working Paper Management, navigate to File > Maintenance > Working Papers > Roles


  • The colour for each role can be changed by double clicking on the row
Assigning roles to employees

There are 2 ways off assigning working paper roles to practice employees, depending on how you work within your practice.

  1. Employee categories
  2. Responsibilities

If you use Responsibility Types on your clients this will take precedence over any settings you may have within Employee Categories


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