Protection

How Do I?

• Using Protection
  
• Managing Users and Groups
  
• Managing Global Users and Groups

More Info >>

• About Protection

  Protection provides security to client files. With protection turned on you can: control the amount of rights users have within client files, limit users that are not connected to your Data Store from accessing client files, and allocate work based on the documents you assign your staff members.

• About Groups and Global Groups

Groups and Global Groups enable you to specify the security settings for your users and allocate work. If you have Working Papers connected to a Data Store, you can create and configure Global Groups, which can be used across all of your engagements.

Reference >>

• Rights and Access Levels

A list of the rights that can be assigned to groups.

• Setup Dialog

Additional setup options are available in this dialog for Global Protection users.