Practice CS: Complete list of recommended security settings

Practice CS has a number of security options. Below is a a complete list of recommended settings for security groups. If you want to read an introduction to firm security, see Best practices for setting up firm security.

The top row of the table lists the security groups we recommend. The security options available in Practice are listed down the side in the order they appear in the program.

Key

X: Turn on.

---: Turn off.

Security option	Timekeeper	Biller	Invoice approval	A/R Entry	Firm Partner	Front desk	Office Administrator & HR	Project manager	Staff manager
MENU	X	X	X	X	X	X	X	X	X
FILE MENU	X	X	X	X	X	X	X	X	X
New	---	---	---	---	---	---	X	---	---
Firm	---	---	---	---	---	---	---	---	---
Remote Entry	---	---	---	---	---	---	X	---	---
Import	---	---	---	---	X	---	X	---	---
Conversion Data	---	---	---	---	---	---	---	---	---
Custom Formats	---	---	---	---	X	---	X	---	---
Remote Entry Data	---	---	---	---	---	---	X	---	---
Export	---	---	---	---	X	---	X	---	---
Journal Entries to CS Accounting	---	---	---	---	---	---	X	---	---
Clients	---	---	---	---	X	---	X	---	---
Staff	---	---	---	---	X	---	X	---	---
Contacts to Outlook®	---	---	---	---	---		X	---	---
Custom Formats	---	---	---	---	X		X	---	---
Remote Entry Data	---	---		---	---		X	---	---
Print Reports	X	X	X	X	X		X	X	X
Lists	X	---	---	---	X		X	---	---
Activities	X	---	---	---	X		X	---	---
Activity Categories	---	---	---	---	X		X	---	---
Client Groupings	---	---	---	---	X		X	---	---
Client/Engagement	---	---	---	---	X		X	---	---
Clients	---	---	---	---	X		X	---	---
Contacts	---	---	---	---	X		X	---	---
Departments	---	---	---	---	X		X	---	---
Engagement Categories	---	---	---	---	X		X	---	---
Entities	---	---	---	---	X		X	---	---
Staff Billing Rates	---	---	---	---	X		X	---	---
Staff Groupings	---	---	---	---	X		X	---	---
Staff Levels	---	---	---	---	X		X	---	---
Standard Text	---	---	---	---	X		X	---	---
Production	---	X	X	---	X		X	---	---
Production Analysis	---	---	---	---	X		X	---	---
Time and Expense Journal	---	---	---	---	X		X	---	---
Time and Expense Listing	---	---	---	---	X		X	---	---
Timesheet Exception	---	---	---	---	X		X	---	---
Work-In-Process Summary	---	X	X	---	X		X	---	---
Collection	---	---	---	X	X		X	---	---
Accounts Receivable Applications	---	---	---	---	X		X	---	---
Accounts Receivable Ledger	---	---	---	---	X		X	---	---
Accounts Receivable Recap	---	---	---	---	X		X	---	---
Accounts Receivable Summary	---	---	---	---	X		X	---	---
Collection Summary	---	---	---	X	X		X	---	---
Invoice Receipts Analysis	---	---	---	---	X		X	---	---
Receipt and Adjustment Journal	---	---	---	X	X		X	---	---
Service Charge Journal	---	---	---	X	X		X	---	---
Billing	---	X	X	---	X		X	---	---
Billing Tax Summary	---	---	---	---	X		X	---	---
Billing Analysis	---	---	---	---	X		X	---	---
Billing Worksheet	---	X	X	---	X		X	---	---
Invoice Journal	---	X	X	---	X		X	---	---
Reconciliation	---	---	---	---	X		X	---	---
Client Investment Analysis	---	---	---	---	X		X	---	---
Period Reconciliation	---	---	---	---	X		X	---	---
Project Management	---	---	---	---	X		X	X	---
List of Project Templates	---	---	---	---	X		X	X	---
Project Budget to Actual	---	---	---	---	X		X	X	---
Project Listing	---	---	---	---	X		X	X	---
Project Tracking	---	---	---	---	X		X	X	---
Routing Sheet	---	---	---	---	X		X	X	---
Task Budget to Actual	---	---	---	---	X		X	X	---
Task Tracking	---	---	---	---	X		X	X	---
Client Management	---	---	---	---	X		X	---	---
Clients Won	---	---	---	---	X		X	---	---
Clients/Prospects Lost	---	---	---	---	X		X	---	---
Interaction Listing	---	---	---	---	X		X	---	---
Staff Management	---	---	---	---	X		X	---	X
Calendar Listing	---	---	---	---	X		X	---	X
CPE Course Cost Analysis	---	---	---	---	X		X	---	X
CPE Course Credit Listing	---	---	---	---	X		X	---	X
Schedule Item Detail	---	---	---	---	X		X	---	X
Schedule Item Listing	---	---	---	---	X		X	---	X
Staff Assigned Summary	---	---	---	---	X		X	---	X
Staff Benefits Summary	---	---	---	---	X		X	---	X
Staff Capacity Analysis	---	---	---	---	X		X	---	X
Staff Schedule Summary	---	---	---	---	X		X	---	X
Staff Target Summary	---	---	---	---	X		X	---	X
Print Labels & Letters	---	---	---	---	X		X	---	---
Print Invoices & Statements	---	X	X	X	X		X	---	---
Invoices Tab	---	X	X	---	X		X	---	---
Statements Tab	---	---	---	X	X		X	---	---
Delete Firm	---	---	---	---	---		---	---	---
Backup	---	---	---	---	---		X	---	---
Restore	---	---	---	---	---		X	---	---
CS Connect	---	---	---	---	---		X	---	---
VIEW MENU	X	X	X	X	X		X	X	X
Home Dashboard	X	---	---	---	X		X	---	---
Checkpoint®	X	---	---	---	X		X	---	---
CS Home Page	X	---	---	---	X		X	---	---
CS Professional Suite - Thomson Reuters	X	---	---	---	X		X	---	---
Custom Portlets	X	---	---	---	X		X	---	---
Firm News Feed	X	---	---	---	X		X	---	---
Report Viewer	X	---	---	---	X		X	---	---
RSS News Feed	X	---	---	---	X		X	---	---
Web Page	X	---	---	---	X		X	---	---
Knowledgebase	X	---	---	---	X		X	---	---
PPC	X	---	---	---	X		X	---	---
Practice CS Library	---	---	---	---	X		X	---	---
General	---	---	---	---	X		X	---	---
Purchase Premium Reports	---	---	---	---	X		X	---	---
Practice CS News	X	---	---	---	X		X	---	---
Resources	X	---	---	---	X		X	---	---
System Information	X	---	---	---	X		X	---	---
The ARNE Community	X	---	---	---	X		X	---	---
The ARNE Community - Practice CS	X	---	---	---	X		X	---	---
Web Browser	X	---	---	---	X		X	---	---
Firm Dashboard	---	---	---	---	X		X	---	---
24 Period History	---	---	---	---	X		X	---	---
A/R Recap PTD	---	---	---	---	X		X	---	---
Agings	---	---	---	---	X		X	---	---
Billing Summary PTD	---	---	---	---	X		X	---	---
FileCabinet CS Documents	---	---	---	---	X		X	---	---
File Transfers	---	---	---	---	X		X	---	---
Five-Year History	---	---	---	---	X		X	---	---
GoFileRoom Documents	---	---	---	---	X		X	---	---
Key Totals	---	---	---	---	X		X	---	---
Solutions	---	---	---	---	X		X	---	---
Staff Active Timers	---	---	---	---	X		X	---	---
Staff Availability	---	---	---	---	X		X	---	---
Staff Schedule Summary	---	---	---	---	X		X	---	---
Staff Summary	---	---	---	---	X		X	---	---
Staff Target	---	---	---	---	X		X	---	---
WIP Recap PTD	---	---	---	---	X		X	---	---
Staff Dashboard	X	---	---	---	X		X	---	X
Assignments by Target Date	X	---	---	---	X		X	---	---
Benefits	X	---	---	---	X		X	---	---
Daily Time	X	---	---	---	X		X	---	---
FileCabinet CS Documents	X	---	---	---	X		X	---	---
File Transfers	X	---	---	---	X		X	---	---
GoFileRoom Documents	X	---	---	---	X		X	---	---
GoFileRoom Firm Flow - My Work	X	---	---	---	X		X	---	---
Interactions	X	---	---	---	X		X	---	---
Notifications	X	---	---	---	X		X	---	---
Outlook® Calendar	X	---	---	---	X		X	---	---
Outlook® Mail	X	---	---	---	X		X	---	---
Outlook® Tasks	X	---	---	---	X		X	---	---
Phone Messages	X	---	---	---	X		X	---	---
Projects	X	---	---	---	X		X	---	---
Scheduled Benefit Requests	---	---	---	---	X		X	---	X
Schedule Items	X	---	---	---	X		X	---	---
Solutions	X	---	---	---	X		X	---	---
Staff In/Out Availability	X	---	---	---	X		X	---	---
Tasks	X	---	---	---	X		X	---	---
Time by Activity	X	---	---	---	X		X	---	---
Time Recap	X	---	---	---	X		X	---	---
Work Queue	X	---	---	---	X		X	---	---
Client Dashboard	X	X	X	X	X		X	X	---
24 Period History	---	X	X	---	X		X	X	---
A/R Details	---	X	X	X	X		X	X	---
A/R Open Items	---	X	X	X	X		X	X	---
A/R Recap PTD	---	X	X	X	X		X	X	---
Agings	---	X	X	X	X		X	X	---
Billings Summarty PTD	---	X	X	---	X		X	X	---
Client Information	X	X	X	---	X		X	X	---
Client Notes	X	X	X	---	X		X	X	---
FileCabinet CS Documents	X	X	X	---	X		X	X	---
File Transfers	X	X	X	---	X		X	X	---
Five-Year History	---	X	X	---	X		X	X	---
GoFileRoom Documents	X	X	X	---	X		X	X	---
Interactions	X	X	X	---	X		X	X	---
Key Totals	---	X	X	X	X		X	X	---
Outlook® Mail	X	X	X	---	X		X	X	---
Prior Invoices	---	X	X	---	X		X	X	---
Projects	X	X	X	---	X		X	X	---
Schedule Items	X	X	X	---	X		X	X	---
Solutions	X	X	X	---	X		X	X	---
UltraTax CS Return History	X	X	X	---	X		X	X	---
WIP Detail	---	X	X	---	X		X	X	---
WIP Recap PTD	---	X	X	---	X		X	X	---
Firm Calendar	---	---	---	---	X		X	X	X
Staff Calendar	X	---	---	---	X		X	---	---
Client Calendar	X	---	---	---	X		X	---	---
Staff In/Out Board	X	---	---	---	X		X	---	---
ACTIONS MENU	X	X	X	X	X		X	X	X
Time & Expense Entry	X	---	---	---	X		X	---
Entry & Overview Tabs	X	---	---	---	X		X	---
Integrated Entries Tab	---	---	---	---	X		X	---	---
Review Tab	---	---	---	---	X		X	---	---
Billing	---	X	X	---	X		X	---	---
Billing Tabs	---	X	X	---	X		X	---	---
Review Tab	---	X	X	---	X		X	---	---
Receipt & Adjustment Entry	---	---	---	X	X		X	---	---
Entry and Overview Tabs	---	---	---	X	X		X	---	---
Review Tab	---	---	---	X	X		X	---	---
Assess Service Charges	---	---	---	X	---		X	---	---
Change Periods	---	---	---	---	---		X	---	---
Manage Projects	---	---	---	---	X		X	X	---
Manage Clients	---	X	---	---	X		X	X	---
Clients Tab	---	X	---	---	X		X	X	---
Contacts Tab	---	X	---	---	X		X	X	---
Interactions Tab	---	X	---	---	X		X	X	---
File Transfers Tab	---	X	---	---	X		X	X	---
Manage Staff	---	---	---	---	X		X	X	X
Assignments Tab	---	---	---	---	X		X	X	X
Schedules Tab	---	---	---	---	X		X	X	X
Schedule Items Tab	---	---	---	---	X		X	X	X
Benefits Tab	---	---	---	---	X		X	---	X
Targets Tab	---	---	---	---	X		X	---	X
Schedule	---	---	---	---	X		X	X	X
For Self	---	---	---	---	X		X	X	X
For Other Staff	---	---	---	---	X		X	---	X
SETUP MENU	X	X	---	---	X		X	X	X
Firm	---	---	---	---	X		X	---	---
Offices	---	---	---	---	X		X	---	---
Staff	---	---	---	---	X		X	---	---
Activities	---	---	---	---	X		X	---	---
Clients	X	---	---	---	X		X	X	X
Security Groups	---	---	---	---	---		X	---	---
Groupings	---	---	---	---	X		X	---	---
Custom Fields	---	---	---	---	X		X	---	---
Templates	---	---	---	---	X		X	---	---
Engagements	---	---	---	---	X		X	---	---
Projects	---	---	---	---	X		X	---	---
Taxes	---	---	---	---	X		X	---	---
Service Charges	---	---	---	---	X		X	---	---
Staff Skill Area	---	---	---	---	X		X	---	---
Staff Skill Ratings	---	---	---	---	X		X	---	---
Staff Rate Descriptions	---	---	---	---	X		X	---	---
Recurring Bill Descriptions	---	---	---	---	X		X	---	---
Tracking Descriptions	---	---	---	---	X		X	---	---
CPE Course Sponsors	---	---	---	---	X		X	---	---
Client Retention Descriptions	---	---	---	---	X		X	---	---
Referral Sources	---	---	---	---	X		X	---	---
Won Reasons	---	---	---	---	X		X	---	---
Lost Reasons	---	---	---	---	X		X	---	---
Lost To	---	---	---	---	X		X	---	---
Bank Accounts	---	---	---	---	X		X	---	---
Standard Text	---	X	X	---	X		X	---	---
Custom Formats	---	---	---	---	X		X	---	---
Custom Portlets	---	---	---	---	X		X	---	---
System Configuration	X	---	---	---	X		X	---	---
File Locations	---	---	---	---	---		X	---	---
GoFileRoom	X	---	---	---	X		X	---	---
Login Information	X	---	---	---	X		X	---	---
Index Mapping	X	---	---	---	X		X	---	---
Outlook®	---	---	---	---	---		X	---	---
Public Folder	---	---	---	---	---		X	---	---
Contact Synchronization	---	---	---	---	---		X	---	---
Remote Entry	---	---	---	---	---		X	---	---
User Preferences	---	---	---	---	X		X	---	---
TOOLS MENU	---	---	---	---	X		X	---	---
DATA	X	X	X	X	X		X	X	X
ACTIVITY DATA	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Add	---	---	---	---	---		X	---	---
Edit	---	---	---	---	---		X	---	---
Delete	---	---	---	---	---		---	---	---
BANK ACCOUNT DATA	---	---	---	---	X		X	---	---
CLIENT DATA	X	X	X	X	X		X	X	X
View	X	X	X	X	X		X	X	X
For Clients in Same Office	X	X	X	X	X		X	X	X
For Clients in Other Offices	X	X	X	X	X		X	X	X
Add	---	---	---	---	---		---	---	---
For Clients in Same Office	---	---	---	---	---		---	---	---
For Clients in Other Offices	---	---	---	---	---		---	---	---
Edit	---	X	---	---	---		---	---	---
For Clients in Same Office	---	X	---	---	---		---	---	---
For Clients in Other Offices	---	X	---	---	---		---	---	---
Delete	---	---	---	---	---		---	---	---
For Clients in Same Office	---	---	---	---	---		---	---	---
For Clients in Other Offices	---	---	---	---	---		---	---	---
Main Data	X	X	X	X	X		X	X	X
View	X	---	---	---	X		X	X	X
Edit	---	---	---	---	---		---	---	---
EIN/SSN Values	---	---	---	---	X		X	---	---
View Full EIN/SSN	---	---	---	---	X		X	---	---
Edit	---	---	---	---	---		---	---	---
Contact Info Data	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
Edit	---	---	---	---	---		X	---	---
Engagement Data	X	---	---	---	---		X	X	---
View	X	---	---	---	X		X	X	---
Edit	---	---	---	---	---		X	X	---
Links	X	---	---	---	X		X	X	---
View	X	---	---	---	X		X	X	---
Edit	---	---	---	---	X		X	X	---
Custom Fields	X	---	---	---	X		X	X	---
View	X	---	---	---	X		X	X	---
Edit	---	---	---	---	X		X	X	---
Billing Data	---	X	X	---	X		X	X	---
View	---	X	X	---	X		X	X	---
Edit	---	X	X	---	X		X	---	---
Links	X	X	X	---	X		X	X	---
View	X	X	X	---	X		X	X	---
Edit	---	X	X	---	X		X	X	---
Custom Fields	X	---	X	---	X		X	X	---
View	X	---	X	---	X		X	X	---
Edit	---	---	X	---	X		X	X	---
Notes	X	---	---	---	X		X	X	---
View	X	---	---	---	X		X	X	---
Edit	X	---	---	---	X		X	X	---
Audit History	---	---	---	---	X		X	---	---
For Clients in Same Office	---	---	---	---	X		X	---	---
For Clients in Other Offices	---	---	---	---	X		X	---	---
CLIENT RETENTION DESCRIPTION DATA	---	---	---	---	X		X	---	---
Referral Source Description Data	---	---	---	---	X		X	---	---
Won Reason Description Data	---	---	---	---	X		X	---	---
Lost Reason Description Data	---	---	---	---	X		X	---	---
Lost to Description Data	---	---	---	---	X		X	---	---
CPE COURSE SPONSOR DATA	---	---	---	---	X		X	---	---
CUSTOM FIELD DATA	---	---	---	---	X		X	---	---
CUSTOM FORMAT DATA	---	---	---	---	---		X	---	---
Invoices	---	---	---	---	---		X	---	---
Statements	---	---	---	---	---		X	---	---
Reports	---	---	---	---	---		X	---	---
Labels & Letters	---	---	---	---	---		X	---	---
CUSTOM PORTLET DATA	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
Add	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Delete	---	---	---	---	---		X	---	---
FILE TRANSFERS DATA	X	---	---	---	---		X	---	---
View	X	---	---	---	---		X	---	---
Practice CS	X	---	---	---	---		X	---	---
For Self	X	---	---	---	---		X	---	---
For Other Staff	X	---	---	---	---		X	---	---
For Staff in Same Office	X	---	---	---	---		X	---	---
For Staff in Other Offices	X	---	---	---	---		X	---	---
NetFirm	X	---	---	---	---		X	---	---
For Contacts in Same Office	X	---	---	---	---		X	---	---
For Contacts in Other Offices	X	---	---	---	---		X	---	---
For Standalone Contacts without Associations	X	---	---	---	---		X	---	---
Send	X	---	---	---	---		X	---	---
Practice CS	X	---	---	---	---		X	---	---
For Self	X	---	---	---	---		X	---	---
For Other Staff	X	---	---	---	---		X	---	---
For Staff in Same Office	X	---	---	---	---		X	---	---
For Staff in Other Offices	X	---	---	---	---		X	---	---
NetFirm	X	---	---	---	---		X	---	---
For Contacts in Same Office	X	---	---	---	---		X	---	---
For Contacts in Other Offices	X	---	---	---	---		X	---	---
For Standalone Contacts without Associations	X	---	---	---	---		X	---	---
Delete	---	---	---	---	---		X	---	---
Practice CS	---	---	---	---	---		X	---	---
For Self	---	---	---	---	---		X	---	---
For Other Staff	---	---	---	---	---		X	---	---
For Staff in Same Office	---	---	---	---	---		X	---	---
For Staff in Other Offices	---	---	---	---	---		X	---	---
NetFirm	---	---	---	---	---		X	---	---
For Contacts in Same Office	---	---	---	---	---		X	---	---
For Contacts in Other Offices	---	---	---	---	---		X	---	---
For Standalone Contacts without Associations	---	---	---	---	---		X	---	---
FIRM DATA	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
EIN/SSN Values	---	---	---	---	X		X	---	---
EIN/SSN Values	---	---	---	---	X		X	---	---
View Full EIN/SSN	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
GROUPING DATA	---	---	---	---	X		X	---	---
INTERACTION DATA	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
Add	X	---	---	---	X		X	---	---
Edit	X	---	---	---	X		X	---	---
Delete	---	---	---	---	X		X	---	---
Links	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
Edit	X	---	---	---	X		X	---	---
Custom Fields	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
Edit	X	---	---	---	X		X	---	---
INVOICE DATA	---	X	X	X	X		X	---	---
View	---	X	X	X	X		X	---	---
For Invoices Billed in Same Office	---	X	X	X	X		X	---	---
For Invoices Billed in Other Offices	---	X	X	X	X		X	---	---
Bill	---	X	X	---	X		X	---	---
For Engagements in Same Office	---	X	X	---	X		X	---	---
For Engagements in Other Offices	---	X	X	---	X		X	---	---
Edit Invoice Number	---	---	---	---	---		---	---	---
Edit Prior Period Invoices	---	---	---	---	---		---	---	---
Links	---	X	X	---	X		X	---	---
View	---	X	X	---	X		X	---	---
Edit	---	X	X	---	X		X	---	---
Custom Fields	---	X	X	---	X		X	---	---
View	---	X	X	---	X		X	---	---
Edit	---	X	X	---	X		X	---	---
Approve or Post Invoices	---	---	X	---	X		X	---	---
Approve	---	---	X	---	X		X	---	---
For Invoices Billed in Same Office	---	---	X	---	X		X	---	---
For Invoices Billed in Other Offices	---	---	X	---	X		X	---	---
Post	---	---	---	---	X		X	---	---
For Invoices Billed in Same Office	---	---	---	---	X		X	---	---
For Invoices Billed in Other Offices	---	---	---	---	X		X	---	---
Print	---	X	X	---	X		X	---	---
For Invoices Billed in Same Office	---	X	X	---	X		X	---	---
For Invoices Billed in Other Offices	---	X	X	---	X		X	---	---
OFFICE DATA	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Add	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Delete	---	---	---	---	---		---	---	---
RECEIPT & ADJUSTMENT DATA	---	---	---	X	X		X	---	---
View	---	---	---	X	X		X	---	---
For Clients in Same Office	---	---	---	X	X		X	---	---
For Clients in Other Offices	---	---	---	X	X		X	---	---
Enter Receipts & Adjustments	---	---	---	X	X		X	---	---
For Clients in Same Office	---	---	---	X	X		X	---	---
For Clients in Other Offices	---	---	---	X	X		X	---	---
Edit Prior Period Entries	---	---	---	---	---		X	---	---
Approve or Post Receipts & Adjustments	---	---	---	X	X		X	---	---
Approve	---	---	---	X	X		X	---	---
For Clients in Same Office	---	---	---	X	X		X	---	---
For Clients in Other Offices	---	---	---	X	X		X	---	---
Post	---	---	---	X	X		X	---	---
For Clients in Same Office	---	---	---	X	X		X	---	---
For Clients in Other Offices	---	---	---	X	X		X	---	---
RECURRING BILL DESCRIPTION DATA	---	---	---	---	X		X	---	---
SCHEDULE ITEM DATA	X	X	X	---	X		---	X	---
Project Data	X	X	X	---	X		---	X	---
View	X	X	X	---	X		---	X	---
For Engagements in Same Office	X	X	X	---	X		---	X	---
For Engagements in Other Offices	X	X	X	---	X		---	X	---
Access Budget Information	---	X	X	---	X		---	X	---
Add	---	---	---	---	X		---	X	---
For Engagements in Same Office	---	---	---	---	X		---	X	---
For Engagements in Other Offices	---	---	---	---	X		---	X	---
Edit	---	---	---	---	X		---	X	---
For Engagements in Same Office	---	---	---	---	X		---	X	---
For Engagements in Other Offices	---	---	---	---	X		---	X	---
Delete	---	---	---	---	X		---	X	---
For Engagements in Same Office	---	---	---	---	X		---	X	---
For Engagements in Other Offices	---	---	---	---	X		---	X	---
Links	---	---	---	---	X		---	X	---
View	---	---	---	---	X		---	X	---
Edit	---	---	---	---	X		---	X	---
Custom Fields	---	---	---	---	X		---	X	---
View	---	---	---	---	X		---	X	---
Edit	---	---	---	---	X		---	X	---
Task Data	X	---	---	---	X		---	X	---
Add	---	---	---	---	X		---	X	---
For Engagements in Same Office	---	---	---	---	X		---	X	---
For Engagements in Other Offices	---	---	---	---	X		---	X	---
Edit	X	---	---	---	X		---	X	---
For Engagements in Same Office	X	---	---	---	X		---	X	---
For Engagements in Other Offices	X	---	---	---	X		---	X	---
Delete	---	---	---	---	X		---	X	---
For Engagements in Same Office	---	---	---	---	X		---	X	---
For Engagements in Other Offices	---	---	---	---	X		---	X	---
Links	X	---	---	---	X		---	X	---
View	X	---	---	---	X		---	X	---
Edit	---	---	---	---	X		---	X	---
Custom Fields	X	---	---	---	X		---	X	---
View	X	---	---	---	X		---	X	---
Edit	---	---	---	---	X		---	X	---
Staff Management Schedule Item Data	X	---	---	---	X		X	X	X
View	X	---	---	---	X		X	X	X
Add	X	---	---	---	X		X	X	X
Edit	X	---	---	---	X		X	X	X
Delete	---	---	---	---	X		X	X	X
Links	X	---	---	---	X		X	X	X
View	X	---	---	---	X		X	X	X
Edit	---	---	---	---	X		X	X	X
Custom Fields	X	---	---	---	X		X	X	X
View	X	---	---	---	X		X	X	X
Edit	---	---	---	---	X		X	X	X
SECURITY GROUP DATA	---	---	---	---	---		X	---	---
SERVICE CHARGE DATA	---	---	---	X	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Assess	---	---	---	X	X		X	---	---
For Clients in Same Office	---	---	---	X	X		X	---	---
For Clients in Other Offices	---	---	---	X	X		X	---	---
Edit Service Charge Amounts	---	---	---	---	X		X	---	---
STAFF CALENDAR DATA	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
For Self	X	---	---	---	X		X	---	---
For Other Staff	X	---	---	---	X		X	---	---
For Staff in Same Office	X	---	---	---	X		X	---	---
For Staff in Other Offices	X	---	---	---	X		X	---	---
STAFF DATA	---	---	---	---	X		X	X	X
View	---	---	---	---	X		X	X	X
For Self	---	---	---	---	X		X	X	X
For Other Staff	---	---	---	---	X		X	X	X
For Staff in Same Office	---	---	---	---	X		X	X	X
For Staff in Other Offices	---	---	---	---	X		X	X	X
Add	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	X
For Self	---	---	---	---	X		X	---	X
For Other Staff	---	---	---	---	X		X	---	X
For Staff in Same Office	---	---	---	---	X		X	---	X
For Staff in Other Offices	---	---	---	---	X		X	---	X
Delete	---	---	---	---	X		---	---	---
For Staff in Same Office	---	---	---	---	X		---	---	---
For Staff in Other Offices	---	---	---	---	X		---	---	---
Main Data	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
SSN Value	---	---	---	---	X		X	---	---
View Full SSN	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Contact Info Data	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Staff Benefit Data	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Adjust	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Comp Time Data	---	---	---	---	X		X	---	---
Earn	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Use	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Skill Set Data	---	---	---	---	X		X	X	X
View	---	---	---	---	X		X	X	X
Edit	---	---	---	---	X		X	---	X
Staff Rates Data	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Staff Targets Data	---	---	---	---	X		X	---	X
View	---	---	---	---	X		X	---	X
Edit	---	---	---	---	X		X	---	X
Security Data	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Links	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
Custom Fields	---	---	---	---	X		X	X	---
View	---	---	---	---	X		X	X	---
Edit	---	---	---	---	X		X	---	---
Notes	---	---	---	---	X		X	---	---
View	---	---	---	---	X		X	---	---
Edit	---	---	---	---	X		X	---	---
STAFF LOCATION DATA	X	---	---	---	X		X	---	---
View	X	---	---	---	X		X	---	---
For Self	X	---	---	---	X		X	---	---
For Other Staff	X	---	---	---	X		X	---	---
For Staff in Same Office	X	---	---	---	X		X	---	---
For Staff in Other Offices	X	---	---	---	X		X	---	---
Update	X	---	---	---	X		X	---	---
For Self	X	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
STAFF RATE DESCRIPTION DATA	---	---	---	---	X		X	---	---
STAFF SKILL AREA DATA	---	---	---	---	X		X	---	X
STAFF SKILL RATING DATA	---	---	---	---	X		X	---	X
STANDARD TEXT DATA	---	X	X	---	X		X	---	---
STATEMENT DATA	---	---	---	X	X		X	---	---
Print	---	---	---	X	X		X	---	---
For Clients in Same Office	---	---	---	X	X		X	---	---
For Clients in Other Offices	---	---	---	X	X		X	---	---
SYSTEM CONFIGURATION DATA	X	---	---	---	X		X	---	---
File Location data	---	---	---	---	X		X	---	---
GoFileRoom Data	X	---	---	---	X		X	---	---
Login Information Data	X	---	---	---	X		X	---	---
Index Mapping Data	X	---	---	---	X		X	---	---
Outlook Data	---	---	---	---	X		X	---	---
Public Folder Data	---	---	---	---	X		X	---	---
Contact Synchronization Data	---	---	---	---	---		X	---	---
Remote Entry Data	---	---	---	---	X		X	---	---
TAX DATA	X	---	---	---	X		---	---	---
TEMPLATE DATA	---	---	---	---	X		X	---	---
Engagement Template Data	---	---	---	---	X		X	---	---
Project Template Data	---	---	---	---	X		X	---	---
TIME & EXPENSE DATA	X	X	X	---	X		X	X	---
View	X	X	X	---	X		X	X	---
For Self	X	X	X	---	X		X	X	---
For Other Staff	---	X	X	---	X		X	X	---
For Staff in Same Office	---	X	X	---	X		X	X	---
For Staff in Other Offices	---	X	X	---	X		X	X	---
Enter Time & Expense	X	X	X	---	X		X	---	---
For Self	X	X	X	---	X		X	---	---
For Other Staff	---	X	---	---	X		X	---	---
For Staff in Same Office	---	X	---	---	X		X	---	---
For Staff in Other Offices	---	X	---	---	X		X	---	---
Override Rates	---	---	---	---	---		---	---	---
Edit Prior Period Entries	---	---	---	---	---		---	---	---
Edit Date	---	---	---	---	---		---	---	---
Edit Hours/Units	---	---	---	---	---		---	---	---
Edit Amount	---	---	---	---	---		---	---	---
Edit Other Values	---	---	---	---	---		---	---	---
WIP Amount	---	X	X	---	X		X	X	---
View	---	X	X	---	X		X	X	---
Edit	---	---	---	---	---		---	---	---
Enter Negative WIP	---	---	---	---	---		---	---	---
Links	X	---	---	---	---		---	---	---
View	X	---	---	---	---		---	---	---
Edit	X	---	---	---	---		---	---	---
Custom Fields	X	---	---	---	---		---	---	---
View	X	---	---	---	---		---	---	---
Edit	X	---	---	---	---		---	---	---
Approve or Post Time & Expenses	---	---	---	---	X		X	---	---
Approve	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Post	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Staff	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
Audit History	---	---	---	---	X		X	---	---
For Self	---	---	---	---	X		X	---	---
For Other Self	---	---	---	---	X		X	---	---
For Staff in Same Office	---	---	---	---	X		X	---	---
For Staff in Other Offices	---	---	---	---	X		X	---	---
TRACKING DESCRIPTION DATA	---	---	---	---	X		X	---	---
USER PREFERENCE DATA	---	---	---	---	X		X	---	---
System	---	---	---	---	X		X	---	---
Time & Expense Entry	---	---	---	---	X		X	---	---
Billing	---	---	---	---	X		X	---	---
Receipt & Adjustment Entry	---	---	---	---	X		X	---	---
Scheduling	---	---	---	---	X		X	---	---

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