Securing your data with Task Permissions

Setting up task permissions are used to define the permissions for staff team members using Client Accounting, Workpapers, Assets Live and Statutory Reporter.

Certain actions can be controlled by whether they are performed by a particular staff Security groups. For example, some staff members may be restricted from approving or deleting workpapers.

The following table lists the task permissions which can be set for Client Accounting and its modules, and what actions the permission will enable or prevent the staff team member from performing.

Task Permissions for Client Accounting

Task	Function
#Configuration	Allows the staff member to configure a ledger to Client Accounting
#Create new Ledger	Allows the staff member to create a new MYOB Ledger
#Define Income Allocation	Allows the staff member to set up the distribution of profit or loss in MYOB ledger
#Delete Ledger	Allows the staff member to delete an MYOB ledger
#Import client file #Delete Previous Import	Allows the staff member to delete previously imported files saved in Client Accounting
#Launch Ledger	Allows the staff member to view an MYOB ledger in the web browser.
#Migration	Allows the staff member to migrate a MAS, AE Accounts or AO Classic General Ledger to MYOB Ledger
#Perform Opening Review	Allows the staff member to perform an Opening Review
#Request access to AccountRight Company File	Allows the staff member to request File access to an AccountRight Company File via Client Accounting.
#Set Lock Date	Allows the staff member to lock a workpaper period.
#View Ledger	Allows the staff member to view the ledger in the MAS, AE Accounts, AO Classic General Ledger, AccountRight or Essentials file.
[Maintenance][Client Accounting][Client Accounting Settings]	Allows the staff member to access the Maintenance > Maintenance Map > Client Accounting > Client Accounting Settings.

Task Permissions for Workpapers

Task	Function
#View Workpaper Homepage	Enables the Workpapers homepage icon on the main toolbar of AE/AO and allows the staff member to open the Workpapers homepage to view and manage all the Workpapers that they have In Progress.
#Approve Workpaper	Allows the staff member to approve a workpaper i.e set the status of a workpaper to approved.
#Delete Workpaper	Allows the staff member to delete an attached workpaper from a workpaper period.
#Delete Workpaper Period	Allows the staff member to delete workpaper periods which have not been started.
#Modify Completed Period	Allows the staff member to open and modify a completed workpaper period. A warning message is displayed indicating that the period has been completed and the balances and workpapers may have rolled over to a new period.
#Define Balance Forward Accounts	Allows the staff member to define, modify and remove balance forward accounts.
#Maintenance #Workpapers #Approve Template	Allow the staff member to approve customised workpaper templates
[Maintenance][Client Accounting][Workpaper Templates]	Enables Workpapers Designer in the Maintenance Map and allows the staff member to create and customise workpaper templates.

Task Permissions for Assets

Task	Function
#Add Year	Allows the staff member to add a new year in the Assets tab of Client Accounting
#Delete Register	Allows the staff member to delete an Assets register in the Assets tab of Client Accounting
#Delete Year	Allows the staff member to delete an Assets year
#Migration	Allows the staff member to migrate existing data from AE Assets and AO Classic General Ledger - Fixed Assets module to Assets live.
#Register Settings	Allows the staff member to modify the Asset Register settings
#View in browser	Allows the staff member to view the Assets Register in a web browsers

Task Permissions for Statutory Reporter

Task	Function
#Account Groups	Allows the staff member to edit account groups at client level
#Non Transaction Data	Allows the staff member to edit report Non-Transaction Data at client level
#Paragraphs	Allows the staff member to add or edit report paragraphs at client level
#Rename Report	Allows the staff member to change the name of a report at client level
#Column header for the page	Allows the staff member to add or edit column headers at client level
#Display Account Codes	Allows the staff member to enable or disable account codes to be displayed on reports at client level
#Display Page Numbers	Allows the staff member to enable or disable page numbers to be displayed on reports at client level
#Include Cover Page	Allows the staff member to enable or disable cover pages to be included in reports at client level
#Include Table of Contents	Allows the staff member to enable or disable a table of contents to be included in reports at client level
#Modify Font	Allows the staff member to change the report font in the Report Options settings at client level
#Modify Image	Allows the staff member to add or modify images in the Report Options settings at client level
#Modify Page Margins	Allows the staff member to make changes to the page margins used in reports
#Modify Rounding	Allows the staff member to add or modify the account codes used to allocate rounding error.
#Modify Style Set	Allows the staff member to make changes to the Practice Style Set
#Modify Watermark	Allows the staff member to add or change the watermark in the Report Options settings at client level
#Override Mandatory Selections	Allows the staff member to de-select practice mandatory reports at client level
#Preview with Duplicate Accounts	Allows the staff member to preview reports with duplicated accounts
#Preview with Unallocated Accounts	Allows the staff member to preview reports with unallocated accounts
#Re-order reports	Allows the staff member to change the order of reports are printed at client level.