Security can be configured for:

Practices

There are a number of Security options that are available to accounting practices. Each security option can be implemented individually and configured specifically to practice requirements. Security can be broken into the following groups:

• Security groups

• Task permissions.

• (AE) Filing cabinet security

• (AE) Document security

Maintenance settings

Security settings are used to set up access rights or to prevent unauthorised access to areas within the application or to your practice’s database.

There are different types of security settings available from Maintenance > Maintenance Map (AO) > Security:

• (AE Practice Manager) Assignment team security

• Employee group security

• Security group maintenance

• Task permissions

(AE) This section also covers Team Security, which is not a Maintenance option, but it is a security option and it can be applied to clients, contacts and suppliers. See Team security for details.