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Setting up Contacts security

This support note applies to:

  • Profiles (AU)
  • AE Tax Series 6 & 8 (AU)
Article ID: 25983

Contacts security allows you to assign user security access to selected contacts. Employees denied access to a contact will not be able to open that contact's Profile window, Documents window, Tax Return or Accounting Ledger.


To set up Contacts security
  1. In Contacts, highlight the relevant client and from the File menu, select Security. The Contact Security Settings for <usercode> - <username> window appears.

    The Allow Access To field is blank by default. Until an employee has been selected, all employees have full access rights to the Contact. Once an employee is selected, the contact will be added to a security table in the database. You must then always have at least 1 employee in the Allow Access To field.
  2. Highlight the relevant employee and click Add >. The employee name appears in the Allow Access To field.
  3. Repeat step 2 for any other employees.


When Contact security is set up on a contact, the contact is added to the sec_contact table in 000000.pms.

For contacts that have never had security set up for them, they will not appear in the table.

Note - online manual is inconsistent as to how the software operates.

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