CCH iFirm Engagement Security Roles

Learn about CCH iFirm Engagement module security roles

When the CCH iFirm Engagement Pro module becomes active, you can assign user specific security roles for the Engagement application to user accounts. The following information outlines what each of the security roles allows users to do in the Engagement application of CCH iFirm.

List of Functional Permissions:

Firm administrators can grant or deny staff members access to perform the following actions in the application:

Engagement Settings:

• Engagement - Settings

• Engagement - Settings - Engagement Types

• Engagement - Settings - Export Engagement List to Excel

• Engagement - Settings - Firm Options

• Engagement - Settings - Manage Templates

Engagement List:

• Engagement - Save engagement as a template

• Engagement - Create new engagement

• Engagement - Roll forward engagement

• Engagement - Delete Engagement

• Engagement - Lock Engagement

• Engagement - Unlock Engagement

Workpapers:

• Engagement - Upload Workpaper

• Engagement - Upload new version of workpaper

• Engagement - Remove active user from workpaper

• Engagement - Lock workpaper

• Engagement - Unlock workpaper

• Engagement - Sign off workpaper as a preparer

• Engagement - Sign off workpaper as a reviewer

• Engagement - Send (Delete) to recycle bin

• Engagement - Restore workpaper from recycle bin

• Engagement - Permanently delete workpaper from recycle bin

• Engagement - Override document completion date

• Engagement - Override retention period end date

Notes:

• Engagement - Add note

• Engagement - Set note to roll forward

• Engagement - Set other staff’s note to roll forward

• Engagement - Clear note

• Engagement - Clear other staff’s note

• Engagement - Delete note

• Engagement - Delete other staff’s note

• Engagement - Delete reply (of other staff)