Administration

Permission groups

If you are an administrator, you can configure security permissions for permission groups in the application. Staff members can be assigned to specific permission groups based on their role in the firm.
  1. In Engagement Manager, select
    Setup
    , then
    Permission Groups
     to add, edit, delete, and assign permissions.
  2. Select Add
    Add
     to add a permission group.
  3. Enter a name and description, then select
    Next
    .
  4. Select each tab to give or remove permissions:

Setup

  • Modify Account Groupings
    With this permission you can use account groupings in Engagement Manager to help you organize trial-balance activity.
  • Modify Account Groupings Mapping
    With this permission you can map account groupings, tax codes, and account types for your firm.
  • Access Downloads
    With this permission you can go to
    Setup
    , then
    Downloads
     to download the following files:
    • Office Client Add-In
    • Engagement Manager link
    • Dynamic Web TWAIN
    • Creative Solutions Accounting
    • CaseWare and ProSystem fx
  • Modify Engagement Types
    With this permission you can configure the firm's engagement types as follows.
    • Enable, disable, or make read-only any file sections in GoFileRoom.
    • Calculate a default completion date and/or a deletion date based on the Ending Date or Report Release Date entered in the Engagement Properties panel.
      To make these fields required, mark the Required checkbox. This would require the user to enter the dates during the roll forward process for an engagement or when an engagement is created.
    • Set the default GoFileRoom indexing as End of Year or Beginning of Year.
      This is important if you use FirmFlow. For example, for an engagement with an ending date of June 2020 that is set to index in GoFileRoom by End of Year, the documents will be indexed in 2020. If the Beginning of Year is selected, the documents will be indexed in 2019.
  • Modify Firm Settings
    With this permission you can view and update the firm's Engagement Manager settings.
  • Modify Engagement Status Report
    With this permission you can view and update the Engagement Status report. This report is helpful in finding which engagements must be finalized by a specific date or which engagements should be deleted after they get to the firm's retention policy date.
  • Modify Users List Report
    With this report you can list users, the permission groups they are assigned to, and the privileges enabled for each user.
  • Modify Roles List Report
    With this report you can list the permissions for each permission group role.
  • Modify Fund Listing Report
    With this report you can display a listing of the fund hierarchy for an engagement or fund template that you designate.
  • Modify Notification Rules List Report
    With this report you can list rule ID, rule name, notification method (alert or email), rule availability, and who the rule was created by.
  • Modify Security
    This permission is required for the Administrator group. We recommend that you limit this permission to only those individuals who are responsible for managing software application security.
  • Modify Signoff Types
    With this permission you can customize any of the five available signoff types in Engagement Manager.
  • Modify Tax Codes
    With this permission you can add, edit, and delete custom tax subcodes for any tax code for any tax vendor.
  • Modify Fund Templates
    With this permission you can set up fund templates for your firm.

Journal Entries

  • Add Journal Entries
    With this permission you can add journal entries when you work with trial balance data.
  • Modify Journal Entries
    With this permission you can edit journal entries when you work with trial balance data.
  • Delete Journal Entries
    With this permission you can delete journal entries when you work with trial balance data.
  • Roll Forward Journal Entries
    With this permission you can include journal entries when rolling an engagement forward.

This article applies to:

  • Product: Cloud Audit Suite