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Security

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:

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.

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Security

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Overview

Using Practice Manager

Clients and contacts

Employees

Suppliers

Assignments (AE)

Timesheets, disbursements
and expenses

Billing

Debtors

Bookkeeping

Other topics