Practice workspace / Security and access
Set team access to the clients they handle
Practice admins manage team roles and permissions, with mandatory two-factor sign-in for every staff member.
S SecureWire Workflow illustration
Example workflow
ExampleSecurity and access
Example clientExample steps
Add a team memberIn progress
JLChoose a roleNot started
SKReview permissionsNot started
AMAssign clients or engagementsNot started
JLAdd a team member01 / 04
Illustrative workflow and sample data. Register interest to discuss your requirements.
How this supports your work
Admins assign clients and roles so staff see the records they handle and contractors see only their assigned engagements.
How it works
- Add a team member
- Choose a role
- Review permissions
- Assign clients or engagements
Adjust roles and permissions
Owner, Admin, Manager, Reviewer, Staff, Contractor, Auditor and Client roles have about 49 adjustable permissions. Auditors have read-only access.
Choose a roleLimit access by assignment
Staff see the clients assigned to them. Contractors work only on assigned engagements. Each practice’s data is separated inside the database.
Review permissionsManage the team
Add team members, change roles, reset two-factor sign-in and deactivate or reactivate people. Two-factor sign-in has no opt-out.
Assign clients or engagementsRelated features
Continue with the related work
Prepare for the launch
Tell us what your team needs from accounting software
Register interest in SecureWire and ask us about the modules you need.