Group Setup / Group Profile Dialog

Group members can assign users to the group only if the assigner is a member of that group.

For example, in a firm where the available groups are MGR and STAF:

• John Smith belongs to the group STAF only and is currently logged in under that group.
• Jane Doe does not belong to any group.
• John Smith can assign Jane Doe to a STAF group, but he cannot assign her to the MGR group.

Group members who also have copy components rights can copy security settings when copying components.

If this option is not set in the destination file, members of this group cannot copy security settings when copying a template.

Group members can change the password of any user.

Note: The value of this property is defaulted to the value of 'Set User Properties'.

Group members can add users.

Note: The value of this property is defaulted to the value of 'Set User Properties'.

Group members can modify issue types.

If this option is cleared, the members will not have permissions to add or delete issue types in the Customize Issue Types dialog.

Group members can update client file content based on updates to base templates. For more information, see Template Versions dialog.

Note: Working Papers will not check for updates in compressed or unconverted templates.

Group members can access the Working Trial Balance.

If this option is cleared, members in this group cannot:

• Assign groupings to account numbers
• Enter foreign exchange rates and tax codes

Group members can view the Assign Mapping Numbers Dialog.

To allow group members to modify any of the mapping number properties or assign accounts to the mapping number, grant Mappings Rights.

Group members can delete account numbers

Note: Only account numbers with zero balances can be deleted.

Group members can create new accounts by splitting an existing account and edit split-up accounts.

Tip: When dealing with split-up accounts, the split-up accounts automatically inherit properties from the parent account. For example, a split-up account inherits the foreign exchange rates of its parent for foreign exchange calculations and balances. However, these properties can be modified once the split-up is created. In fact, split-ups can even have their own flip accounts assigned and can be made to act differently from their parent account.

Group members can access the Assign Mapping Numbers dialog. and assign accounts to map numbers.

This option does not allow members to change any of the map number properties. See the "Allow change of map numbers" command.

Group members can modify existing map numbers.

These members can also view map number properties in the Assign Mapping Numbers dialog, but not in the Mapping browse. See the "Allow viewing of map number properties" command.

Group members can open documents without being assigned to the document.

To perform an analytical review, users must either be assigned to the document or belong to a group with this right assigned.

Group members can delete documents that are moved to the Recycle Bin without being assigned to the document, but they cannot permanently delete documents from the Recycle Bin.

Note: To permanently delete documents the Delete documents from Recycle Bin / Permanently delete documents right is required.

Group members can sign off documents without being assigned to the document. Users can sign off roles based on the particular security setting (for example, can sign off role 1) whether or not they are assigned to the document.

This right takes precedence over the Can sign off role (x) right below.

Group members can sign off all working papers as completed based on the selected role.

Note the limitation of this right with the Sign off document without being assigned to document right.

Group members can delete a milestone in the Document | Properties | History Tab.

To delete a milestone, the group must have both Modify document properties without being assigned to document and Delete Milestones rights selected.

Group members can register an external application with Working Papers or modify the properties of an existing helper application to add externally created documents to the Working Papers working paper file.