Ability to restrict access to clients in iFirm
Apply access security to iFirm clients in a similar way to how access can be restricted in Central.
David Hensman
shared this idea
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Wolters Kluwer UK TAA
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Vikki Squires
commented
Hi, I've contacted support and they have told me to put my thoughts here. We have had to give Full Access to our iFirm admin and this has opened up the entire client base to them. Apparently this is correct according to ticket number 09465533 and there is no way round it. The iFirm admin is a single point of failure for iFirm and we can see all client's even though we have 2 companies set up. Happy to chat through with someone who has experience to help me sort this out.
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Client/data access is syncd from CCH Central and user rights should be the same across both systems.
One thing to consider is that users are added to the sync when they complete their first journey from CCH Central to CCH iFirm. If you do not believe this is operating correctly then please contact support.
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Vikki Squires
commented
We have just come across this issue aswell. We have 2 seperate companies in CCH Central to keep the tax returns secure. Opening up and making the Admin for iFirm a Superuser and giving them full access has meant that they now have access to the tax returns they previously couldn't see. 1 admin means a single point of failure, this needs reviewing asap
