How do I create a new Client Access Group in CCH Axcess™ or CCH® ProSystem fx® Document?

CCH Axcess™
  1. Launch CCH Axcess™ Dashboard as a user with sufficient administrator rights: Dashboard > Application Links > Security > Access Groups.
  2. On the menu, click New > Client Access Group.
  3. Click General in the sidebar and enter the name of the new Client access group name and description.
  4. Click Secured Clients in the sidebar and in the Include column, select the clients to add to this access group.
  5. Click Staff With Access in the sidebar and in the Include column, select the staff who need access to the clients in this access group. 
  • You can choose to include groups of staff by using "Organizational units of staff" and choosing the organizational entity instead; you can then also exclude certain members of that entity by clicking the "Exclude" checkbox next to the staff member you wish to exclude.
  • You can choose to include "Staff from specific positions" and choose the staff position(s) to include in the group instead; you can then also exclude certain members of that position by clicking the "Exclude" checkbox next to the staff member you wish to exclude.
  1. Click Save & Close.

CCH® ProSystem fx® Document
  1. Launch CCH® ProSystem fx® Dashboard as a user with sufficient administrator rights: Dashboard > Configuration > Configuration > Security > Security Groups.
  2. On the menu, click New > Client Access Group.
  3. Click General in the sidebar and enter the name of the new Client access group name and description.
  4. Click Secured Clients in the sidebar and in the Include column, select the clients to add to this access group.
  5. Click Staff With Access in the sidebar and in the Include column, select the staff who need access to the clients in this access group. 
  • You can choose to include groups of staff by using "Organizational units of staff" and choosing the organizational entity instead; you can then also exclude certain members of that entity by clicking the "Exclude" checkbox next to the staff member you wish to exclude.
  • You can choose to include "Staff from specific positions" and choose the staff position(s) to include in the group instead; you can then also exclude certain members of that position by clicking the "Exclude" checkbox next to the staff member you wish to exclude..
  1. Click Save & Close.
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