Unable to create a new engagement because the Client List does not show any clients in CCH Axcess™ Engagement
- Article Type:
- Problem Resolution
- Last Modified:
- 01/03/2023
Symptoms
- User(s) cannot create a new engagement because the Client List does not show any clients.
Environment
- CCH AxcessEngagement
Cause
N/A
Resolution
There are two ways that this can be set up so the staff can see the client list in CCH Axcess Engagement.
Create a new security group and change the 'View' option to "Grant"
AND
OR
Create a new security group and change the 'View' option to "Grant"
AND
OR
- Check the "Full Rights" checkbox for each staff on their profile page.
- Save.
- Check the "Full Rights" checkbox.
- Select Security Groups.
- Double click on staff to launch their Staff Profile.
- Select Staff on bottom left corner.
- Launch CCH Axcess Dashboard.
- Create a new security group and change the 'View' option to "Grant"
- Launch CCH Axcess Dashboard and log in as an Admin user.
- Select Staff on bottom left corner.
- Double click on staff to launch their Staff Profile.
- Select Security Groups.
- Select New Group.
- Select Functional Rights.
- Click Client Manager.
- Change the 'View' option to "Grant" for all.
Additional Information
N/A
| Solution Id | 000205210/000095618 |
|---|---|
| Direct Link |
