User Role Management
Security - View, Add and Edit Users
You can now configure roles and assign them to your users. Four default roles are defined in CCH iFirm: Manager, Partner, Preparer and Reviewer. Custom roles can also be added.
Contents
Manage roles
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Go to Settings > Users if using your User login, or click Users if using your Admin login.
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Click Manage Roles.
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Click Add Role.
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Type the Role Title. If your firm is also using the French version of CCH iFirm, click the fr button and enter the French description of the label.
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Open the Users drop-down menu and select all users that need to be assigned to this role.
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Click Save.
Edit a role
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Go to Settings > Users if using your User login, or click Users if using your Admin login.
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Click Manage Roles.
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Click the row of the role you want to edit.
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Edit the Role Title, if required. You can only edit the title for custom roles.
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Add or remove the Users assigned to the role, as required.
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Click Save.
Add users to a default role
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Go to Settings > Users if using your User login, or click Users if using your Admin login.
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Click Manage Roles.
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Click the row of the role you want to edit.
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Add or remove the Users assigned to the role, as required.
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Click Save.