Managing Staff Access Groups

Before creating a staff access group Your firm can create staff access groups to both limit and grant access to the staff in the access group. The access can be defined on a work product module basis., you should have the following information available:

• A unique name for the staff access group
• The product or product module Distinct programs that are components of products in the Suite. where staff are to be secured
• The staff who are to be secured
• The organizational unit Organizational units define your organizational structure. The structure can consist of multiple levels: firm, region, office, and business unit. If regions are used, at least one office must exist in each region. At least one business unit must exist in each office. and position of staff to be secured, if you are using attribute criteria to secure staff
• The staff with access The staff with rights to view data of secured information. to the secured staff Staff whose information is secured. Only specifically authorized staff have access to information of secured staff.
• The organizational units and positions of staff with access, if you are using attribute criteria to select staff with access

To manage staff access groups, do the following:

1. Open Dashboard, click Application Links on the navigation panel, and then click Access groups under Security.
2. Click Staff Access Groups on the navigation panel.
3. Do one of the following:
4. Add a staff access group.

Click New > Staff Access Group on the Home tab of the ribbon, or right-click the grid and select New > Staff Access Group from the menu to create a staff access group.

Copy an existing staff access group.

Select an item in the grid and click Copy in the Create group on the Home tab, or right-click an item in the grid and select Copy from the menu.

The staff access group profile displays with all information from the originating staff access group, except for the name and description.

Edit an existing staff access group.

Select an item in the grid and click Open in the Edit group on the Home tab, or right-click an item in the grid and select an option from the Open menu.

5. Delete a staff access group.
1. Select an item in the grid and click Delete in the Edit group on the Home tab.
2. Click Delete on the confirmation window to permanently remove the staff access group from the grid.
4. Enter or edit profile settings, as needed. See the following topics for more information on each profile tab:
   • Setting Up Staff Access Group General Information
   • Securing Staff in Staff Access Groups
   • Setting Up Staff with Access to Secured Staff
5. Click one of the Save buttons or Cancel.

Button	Description
Save	Saves the changes and the window stays open for editing. An error message displays if you click this button before entering all required information.
Save & New	Saves the changes and opens a new window to create a new entry. An error message displays if you click this button before entering all required information. Note: This option is not available in edit mode.
Save & Close	Saves the changes and exits the window. An error message displays if you click this button before entering all required information.
Cancel	Exits the window without saving your changes.