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Editing access to permissions of roles

To Edit Permissions

To edit the permissions of each of the roles in your firm, simply:

  1. Ensure you have permission to edit the Roles and Permissions module;
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  2. On the Roles and Permissions module, click on the Edit button;
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  3. Click on the drop down arrow on the permission heading you wish to expand;

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  4. For each role, tick the access permissions you want to grant to that user group;

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  5. To provide a particular Role with access to all features and functions, simply tick the checkbox underneath the Role at the top of the column;

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  6. To provide access to a single feature or function to all Roles, simply tick the checkbox next to the feature or function.

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TIP: Hover over the name of a feature/function name to discover what the permission restriction does.

Description of Roles and Permissions

Staff List  
View Staff List This permission provides users with the ability to view the staff list in read-only format.
Edit Staff List This permission provides users with the ability to edit the staff list, including the ability to add, suspend, delete staff members and edit roles of staff members.
Audit File  
Create New File This permission provides users with the ability to create new audit files using one of the firm's activation codes.
Edit Engagement Team This permission provides users with the ability to add and remove staff members from the engagement team of an audit file.
Mark Workpapers as Complete This permission provides users with the ability to mark workpapers as complete, therefore setting the workpaper to read-only mode or deactivating the read-only mode if unmarked.
Edit the Trial Balance This permission provides users with the ability to import the trial balance or manually add accounts to the trial balance.
Edit Workpapers This permission provides users with the ability to access Edit Mode in programs and other workpapers.
Edit Journal Entries This permission provides users with the ability to create, edit or delete journal entries.
Print This permission provides users with the ability to print individual workpapers or the entire audit file to PDF or a local printer.
Sign Off, Rename and Delete Files This permission provides users with the ability to sign off, rename, archive and delete audit files.
View All Files This permission provides users with the ability to view all files without having to be in the engagement team.
Manage Review Points This permission provides users with the ability to create and clear Review Points raised by other users on the engagement team.
Edit Review and Sign Off Dates This permission provides users with the ability to edit the dates in the staff sign off boxes of a workpaper. It also provides users with the permission to sign off workpaper procedures with one click.
Workpaper Index  
View This permission provides users with the ability to view the Working Paper Index and all supporting documents added
Customise This permission provides users with the ability to customise the workpaper and folder reference numbers, descriptions and order within the Working Paper Index.
Workflow  
View This permission provides users with the ability to view the Workflow Diagram.
Customise This permission provides users with the ability to edit the Workflow Diagram including adding, modifying and deleting Steps, Sections and Tasks.
Reset This permission provides users with the ability to reset the Workflow Diagram to the version imported from the template.
Client Management  
View Client List This permission provides users with the ability to view the client list of the firm.
Create and Edit Clients This permission provides users with the ability to create new clients and update client details.
Firm Settings  
Edit This permission provides users with the ability to view Firm Settings in a read-only format.
View This permission provides users with the ability to edit and update Firm Settings.
Permissions Administration  
View This permission provides users with the ability to view access permissions of the firm in a read-only format.
Edit This permission provides users with the ability to edit access permissions of roles within the firm.
Templates  
View Templates This permission provides users with the ability to view templates created by the firm in a read-only format.
Edit Templates This permission provides users with the ability to create, edit, delete and release templates of the firm.
Workflow Manager  
View the Workflow Manager This permission provides users with the ability to access the Workflow Manager module, along with the ability to use the Workflow Manager to create filters, export to CSV, print etc.
Update the Workflow Manager This permission provides users with the ability to update statuses and deadlines or any other options.

 

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