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Each employee must be linked to a Security Group which will give them access to specific areas in the database. Security groups are used to group employees together to use the same features of the database. Employees can be grouped together for various reasons but, normally, it is because they are at the same staff level or they perform similar duties. Every employee has to be part of at least one security group before they can use the database. Organising employees into groups makes it easier to manage security because you can assign task permissions to security groups and then add the employees to the groups. When employees log on to the application they inherit the permissions for the groups they belong to.

The groups are completely configurable, but practices generally organise their groups by:

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Task permissions

(AE) Filing cabinet security

(AE) Document security

Using the Maintenance Map

(AO) Client - Family Groups

Documents

Internal

User defined

(AE Practice Manager) Tax

(AO) For Australian AO clients