Activate users

Security - View, Add and Edit Users

• If you are not running other modules of the CCH iFirm, you will see some fields that do not apply to your firm when you add a user - just ignore them.
• If you want to ensure that certain user information remains confidential, leave the sensitive fields blank.
• Once you have added a Partner/Admin user it is not possible change their username, password, or security role.

Check and edit imported user accounts

1. Click Users > - if using your Admin login, or
   Click Settings > Users - if using your User login.
2. Click the Inactive tab.
3. Click the row of a user you want to activate.
4. Ensure that the user has a username (with no apostrophe), first and last name, and valid e-mail address.
5. Make selections as required:
   • Select Display in Partner field - if you want the user to display as a partner in a contact's profile.
   • Select Display in Manager field - if you want the user to display as a manager in a contact's profile.
   • Select Track Efficiency for user - if you want the user to be included in efficiency reporting.
   • Select Use Advanced HTML Editor - if you want the user to have full access to the content editor toolbar in CCH iFirm Intranet (for advanced users).

6. Click the Profile tab to add more details, if required.
   • Use the calendar icon to select the day the user started work at your firm.
   • Type the user's work, home, and mobile phone numbers.
   • Use the calendar icon to select the user's birthday.

7. Click the Licenses tab to associate licenses with a user to allow the user to access the desired CCH iFirm applications.
8. Click the Security tab and assign the relevant security roles.
   • We recommend that you assign the Contacts - View Only security role to all users, so that they can access the Contacts application and view the contact records.
   • You may want to delegate the tasks of setting up the Contacts application, adding contact records or setting up users to another staff member. In this case, you will need to apply the applicable security roles to that user's account. For example, Settings - Contacts.
   • More security roles will become available once your module(s) is activated. For example, if you bought Jobs & Billing, you will not be able to assign any Jobs & Billing security roles until the application is activated. You can come back and edit user accounts at any time.

9. Click the Sites & App tab, if applicable.
10. Click Save.
11. Repeat the above steps to add user accounts for all staff members who will be using CCH iFirm, then proceed to activate the accounts.

Activate user accounts

1. Ensure that the User Manager > Inactive tab is open.
2. Select the check boxes of the users you want to activate.
3. Click Activate - the users will automatically receive an e-mail containing their CCH iFirm log in details.