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Accountants Enterprise with Practice Manager only

The Assignment Team Security option is only available if you have been given permission to access it by your practice system administrator.

Assignment Team Security is used to set up the application to cross-check an employee’s Primary Stationed Record with the company, office, department or centre set up for an assignment. When and, if these criteria match, the employee is added to the Assignment Team. The Assignment Team is displayed on the Assignment Details page > Main tab.

This cross check feature is optional.

 

To set up assignment team security

If this option is not activated, you can assign employees manually in the Assignment Team panel on the Assignment Details page > Main tab.

  1. Select MaintenanceSecurity > Assignment Team Security on the main menu or MaintenanceMaintenance MapSecurity > Assignment Team Security. The Assignment Team Security page opens.

  2. Click the Company checkbox to add an employee to the Assignment Team if the company set up for the assignment matches.

  3. Click the Office checkbox to add an employee to the Assignment Team if the office set up for the assignment matches.

  4. Click the Department checkbox to add an employee to the Assignment Team if the department set up for the assignment matches.

  5. Click the Centre checkbox to add an employee to the Assignment Team if the company set up for the assignment matches.

    You can select one or more options. For example, if all options are selected, only employees belonging to the same company, office, department and centre are allocated as an Assignment Team Member.

  6. Click OK to save the settings and close the Assignment Team Security page.