Firm Groups
The article explains how to use the Groups Tab to create and manage user groups within a firm for controlled client account access, including adding groups and members, assigning groups to client accounts, and notes that firm administrators always retain full access, with additional integration available for firms using Single-Sign-On via Active Directory.
This article will explain the usage and settings within the Groups Tab
This feature makes client accounts readily available to the right teams or designated user groups. Groups can be assembled based on various criteria specific to your firm, and members within the group can be added or removed at any time. The ability to permit access to client accounts through groups can be done when setting up Client Account Access Control.
Firms that have implemented our Single-Sign-On feature can also have their IT Administration create and manage groups through Active Directory.
Note: Firm Administrators will always have access to all clients, regardless of any group settings.
Add Groups
- 1.Click the Groups Tab, then click Add Group.
- 2.Add a Group Name (required) and Description.
- 3.Click Add Members to add firm staff to this group.
- 4.Click Save, then navigate to the Client Accounts page to add groups to specific client accounts.
Edit Client Accounts
To assign the Group to the Client Account:
- 1.Click the blue pencil to edit the Client Account.
- 2.Under Client Access, select Custom.
- 3.Select the users or groups who should have access to this client account.
If not using groups, All Firm Users is selected by default.