Learn about profiles and security roles

Profiles and security roles enable you to control who can access and edit settings or fields in particular areas of CCH iFirm. You can add a profile to CCH iFirm that contains numerous security roles, then assign the profile to the relevant user accounts. Alternatively, you can assign individual security roles to user accounts.

We recommend that, as a minimum, you assign the Contacts - View Only security role to all users, so that they can access the Contacts application and view your contact records. Click here to learn how to assign security roles to a user account.

Click the links below to view detailed information on the security roles available for the different modules of CCH iFirm.

Note: When you set up your user accounts initially, you will not see all the security roles outlined on these pages. They will become available when your applications and modules are activated. You will then need to go back and edit your user accounts to assign specific roles to the additional module.