Video: Assign security roles to user accounts
Profiles and security roles enable you to control who can access and edit settings or fields in particular areas of CCH iFirm. You can add a profile to CCH iFirm that contains numerous security roles, then assign the profile to the relevant user accounts. Each profile acts as a security group and therefore, removes the need to apply security settings at a user level. You can also assign individual security roles to user accounts, if required.
We recommend as a minimum you assign the Contacts - View Only security role to all users, so that they can access the Contacts module and view your contact records.
Click the links below to view detailed information on the security roles available for the different modules of CCH iFirm.
When you set up your user accounts initially, you will NOT see all the security roles outlined on these pages. They will become available when your modules are activated. You will then need to go back and edit your user accounts to assign the additional module specific roles.