ClientFlow security group examples

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Refer to the following examples of group names when setting up ClientFlow security groups.

Group permissions defined by Group name
Organizational role CF-Financial Officer
Organizational role CF-Controller
Organizational role CF-Payroll Manager
Organizational role CF-BOD (Board of Directors)
Access denied for specific documents CF-No Tax Returns
Access denied for specific documents CF-No Financial Statements
Access denied for specific documents CF-No Permanent Files
Access allowed for specific documents CF-Tax Return
Access allowed for specific documents CF-Financial Statement
Access allowed for specific documents CF-Correspondence
Access allowed for specific documents CF-Uploaded documents

When allowing group access to specific documents, you must also allow that group access to the default document type for documents uploaded through ClientFlow.

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