Access to certain areas of Digita Practice Advanced can be restricted for staff members in other offices by enabling multi-office security. Security privileges are determined by the office to which the staff member, client, or engagement is assigned (when applicable).
The following areas can be controlled with multi-office security. They are listed here in the order in which they appear on the Security Groups setup screen.
Menu > File Menu
Print ReportsSee the topics for each of these reports for more information on security privilege dependencies.
Print Invoices & Statements- Invoices
- Statements
Notes
- Invoices inherit the office of the staff member who creates the invoice. Staff can be given security to print invoices that were created by staff that are assigned the same office as their own, other offices, or both.
- Statements inherit the office of the client. Staff can be given security to print statements for clients that are assigned the same office as their own, other offices, or both.
Menu > View Menu
Firm DashboardThe following portlets on the Firm Dashboard are affected by multi-office security settings. See the topics for each of these portlets for more information on security privilege dependencies.
Client DashboardThe following portlets on the Client Dashboard are affected by multi-office security settings. See the topics for each of these portlets for information on security privilege dependencies.
Menu > Actions Menu
Receipt & Adjustment Entry- Enter Receipts & Adjustments
- Approve or Post Receipts & Adjustments (View)
- Assess
Menu > Setup menu
Staff- View
- Add
- Edit
- Delete
- View
- Add
- Edit
- Delete
- Projects Tab (Add, Edit, Delete, Tasks Tab)
Data
Client Data- View
- Add
- Edit
- Delete
- Merge
- Audit History
- Client Contacts (View, Edit)
- Staff Contacts (View, Edit)
- View
- Send
- Delete
- View
- Bill
- Approve or Post Invoices
Notes
- Time and expense entries are available for billing when the current staff member has security privileges to bill the engagement to which the entries are associated.
- Invoices inherit the office of the staff member who creates the invoice.
- View
- Enter Receipts & Adjustments
- Approve or Post Receipts & Adjustments
- View
- Add
- Edit
- Delete
- Task Data (Add, Edit, Delete)
Assess
Staff Calendar DataView
Staff Data- View
- Add
- Edit
- Delete
- Staff Benefit Data (View, Adjust, Comp Time Data)
- View
- Update
- View
- Enter Time & Expenses
- Approve or Post Time & Expenses
- Audit History
Note: Staff can be given security to view, enter, or review time and expenses for other staff that are assigned the same office as they are, different offices, or both. However, you cannot prevent staff from viewing, entering, or review time and expense entries according to the office they are assigned to.
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