Learn about user rights related to the Resource Allocation Scheduler Module in CCH Axcess™ Workflow.

User Rights to Access CCH Axcess Workflow Scheduler Module

CCH Axcess Workflow RAS is user rights driven. Multiple user rights provide flexibility, so various users can access different RAS views. Only one RAS user right can be selected per user.
To grant a particular user the rights to CCH Axcess Workflow RAS Scheduler, open the user’s profile from the Mange Users page. From the utilities menu, select User Utilities > Manage Users. This opens the Manage Users page.   

The following table describes the CCH Axcess Workflow RAS Scheduler user rights available, their descriptions and the best practices when configuring user rights and roles for CCH Axcess Workflow RAS.

User Right Name	User Right Description	Roles
RAS – All Schedules – View Only	User can see all user’s schedules in the RAS grid but cannot reassign work or use the View Tasks To Be Scheduled page to schedule work.	Staff, Senior
RAS – All Schedules – View and Reassign	The user sees all users in the grid and can reassign work and use the View Tasks To Be Scheduled page to schedule work.	Scheduler, Admin, Partner, Manager
RAS – My Schedule – View Only	The user sees only the Tasks where he is listed on the routing sheet and does not view other user’s tasks. The user cannot reassign or schedule work.	Staff, Senior
RAS – My Schedule – View and Reassign	The user sees only the Tasks where he is listed on the routing sheet and does not view (see) other user’s tasks. The user can reassign Tasks, but cannot use the View Tasks To Be Scheduled page to schedule work.	Staff, Senior
RAS Resource	The user is displayed in the RAS grid and can be scheduled for tasks.	Staff

Update the Expertise, Industry, Department, Title/Level, and/or Niche/Group to help filter on who you are scheduling for (very useful when searching for a particular level such as staff, senior and so on) within the RAS.

RAS - All Schedules - View and Reassign

This right gives a user to view the RAS details of all users and allows the users to be reassigned.

Right	Gives user the ability to:	Recommended Users
RAS - All Schedules - View and Reassign	Manage the entire workload of a firm on a user basis. A user can: View and reassign the firm’s current workload by user. Ability to view individual workloads helps prevent potential bottlenecks. Schedule and assign new work based on real-time information, eliminating the need for time consuming management meetings.	CCH Axcess Workflow Web Admin

RAS - My Schedule - View and Reassign

Users with the RAS My Clients/Entities right can view all their own Tasks and the Tasks of other users who are associated with their Tasks. This right allows to the users manage their current personal workload.

Right	Gives user the ability to:	Recommended Users
RAS - My Schedule - View and Reassign	Manage their current Personal workload. This includes Tasks assigned to them and Tasks that the user is staffed on. A user can: View and Reassign their current workload. Schedule new work to themselves as it comes in.	Manager

RAS - All Schedules - View Only

This right allows a user to view all tasks and all users. Tasks cannot be reassigned.

Right	Gives user the ability to:	Recommended Users
RAS - All Schedules - View Only	View the current workload of the entire firm on a user basis, showing only potential bottlenecks but not allowing a user to take any action	Partner

With this right, the Select Client/Entity filter is unlocked. This allows the user to choose between All Clients/Entities or My Clients/ Entities or drill down to a specific single user through the drop-down menu under My Clients.

RAS - My Schedule - View Only

This right enables a user to view the Tasks associated with the logged in user. Tasks cannot be reassigned to another user.

Right	Gives user the ability to:	Recommended Users
RAS - My Schedule - View Only	View their current Personal workload. Personal workload includes Tasks assigned to the user and Tasks that the user is staffed on.	Staff and Administrator.

RAS Resource

This user right enables a user to be displayed in the Select Client/Entity drop-down in the RAS search page.

Right	Gives user the ability to:	Recommended Users
RAS Resource	To be searched for across all associated clients/entities.	Staff

In the RAS Search page, when My Clients/Entities is selected, only those users with the RAS Resource user right are displayed in the drop-down below.

To view all user rights available in CCH Axcess Workflow see: CHH Axcess Workflow: User Rights.