Learn about the Security security roles

The following information outlines what each of the Security security roles allows a user to do in the system, in order of limited to full access, where applicable. These roles are suitable for an administration user.

This role controls all security access in CCH iFirm and can only be used in conjunction with the Security - View, Add and Edit Users security role. With this role users can manage the security roles for all users of CCH iFirm, including themselves via the Security tab in each user's account.

With this role users can access the User Manager area via Settings > Security to view, add, activate, and edit user accounts. They can also deactivate or delete accounts and reset passwords. However, users are restricted from editing all details in the user accounts, such as assigning security roles or adding standard hours. These tasks require additional security roles (Security - Manage User Security and Security - View and Edit Budgets, Rates and Hours for User).

This role can only be used in conjunction with the Security - View, Add and Edit Users security role. With this role users can view information panels on the Edit User screen, where they can add and edit the Hourly Chargeout Rate, Code Chargeout Rates, Budgeted Billable Percentages and Standard Hours for each user.

  

With this role users can access the 3rd Party Integrations page via Settings > Security.

With this role users can access the iFirm Network page via Settings > Security to get the integration settings for CCH iFirm.