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Task permissions are used to define the permissions for staff team members using Workpapers. Certain actions can be controlled and whether they are performed by a particular staff security group. For example, some staff members may be restricted from approving or deleting workpapers.

The following table lists the task permissions which can be set for Workpapers and what actions the permission will enable or prevent the staff team member from performing.

 

 

Task Permissions for Client Accounting

 Task

Function

#Configuration

 

#Create new Ledger

 

#Define Income Allocation

 

#Delete Ledger

 

#Import client file #Delete Previous Import

 

#Launch Ledger

 
#Migration 
#Perform Opening Review 
#Request access to AccountRight Company File 
#Set Lock Date 
#View Ledger 
[Maintenance][Client Accounting][Client Accounting Settings] 
Task Permissions for Workpapers

Task

Function

#View Workpaper Homepage

 

#Approve Workpaper

 

#Delete Workpaper

 

#Delete Workpaper Period

 

#Modify Completed Period

 

#Define Balance Forward Accounts

 
#Maintenance #Workpapers #Approve Template 
 [Maintenance][Client Accounting][Workpaper Templates] 
Task Permissions for Assets

Task

Function

#Add Year

 

#Delete Register

 

#Delete Year

 

#Migration

 

#Register Settings

 

#View in browser

 
Task Permissions for Statutory Reporter
 TaskFunction
#Account Groups 
#Non Transaction Data 
#Paragraphs 
#Rename Report 
#Column header for the page 
#Display Account Codes 
#Display Page Numbers 
#Include Cover Page 
#Include Table of Contents 
#Modify Font 
#Modify Image 
#Modify Page Margins 
#Modify Rounding 
#Modify Style Set 
#Modify Watermark 
#Override Mandatory Selections 
#Preview with Duplicate Accounts 

#Preview with Unallocated Accounts

 
#Preview with Unallocated Accounts 
#Re-order reports