Permissions, Client Permission Keys

Client

Permission Key	Description	Default	UI	BL
Client.Add	User can add new Clients.	Allow		X
Client.Akas.Add	User can add new Client Akas.	Allow		X
Client.Akas.Delete	User can delete existing Client Akas.	Allow		X
Client.Akas.Update	User can update existing Client Akas.	Allow		X
Client.AllowNonAutoSequenceCode	User can enter a code when adding a Client.	Allow	X
Client.BankAccounts.Add	User can add new Client Bank Accounts.	Allow		X
Client.BankAccounts.Delete	User can delete existing Bank Accounts.	Allow		X
Client.BankAccounts.Update	User can update existing Bank Accounts.	Allow		X
Client.BranchUpdate	User can update an Client's Branch.	Allow		X
Client.ContactAddresses.Add	User can add new Client Addresses.	Allow		X
Client.ContactAddresses.Delete	User can delete existing Client Addresses.	Allow		X
Client.ContactAddresses.Update	User can update existing Client Addresses.	Allow		X
Client.ContactMethods.Add	User can add new Client Contact Methods.	Allow		X
Client.ContactMethods.Delete	User can delete existing Client Contact Methods.	Allow		X
Client.ContactMethods.Update	User can update existing Client Contact Methods.	Allow		X
Client.CreditBureauMonitor.Start	User can start Credit Bureau Monitoring.	Allow	X
Client.CreditBureauMonitor.Stop	User can stop Credit Bureau Monitoring.	Allow	X
Client.DateOfBirthUpdate	User can update a Client's Date of Birth.	Allow		X
Client.Delete	User can delete Clients.	Allow		X
Client.Employments.Add	User can add new Client Employments.	Allow		X
Client.Employments.Delete	User can delete existing Client Employments.	Allow		X
Client.Employments.Update	User can update existing Client Employments.	Allow		X
Client.Files.Add	User can add new Client Files.	Allow	X
Client.Files.Delete	User can delete Client Files.	Allow		X
Client.Files.DeletePermanent	User can permanently delete Client Files.	Deny	X
Client.Files.DeleteShow	User can view and undelete deleted Client Files.	Deny	X
Client.Files.Open	User can open Client Files.	Allow	X
Client.Files.Overwrite	User can overwrite Client Files.	Allow		X
Client.Files.Preview	User can preview Client Files.	Allow	X
Client.Files.ReadOnly	User can clear/set the Read-Only flag of Client Files.	Allow	X
Client.Form.Page.Accounts	User can view the Client Accounts page.	Allow	X
Client.Form.Page.Audit	User can view the Client Audit page.	Deny	X
Client.Form.Page.Contacts	User can view the Client Contacts page.	Allow	X
Client.Form.Page.Employment	User can view the Client Employment page.	Allow	X
Client.Form.Page.Files	User can view the Client Files page.	Allow	X
Client.Form.Page.Files.AnyManager	User can view the Client Files page even if they are not the Client's Manager.	Allow	X
Client.Form.Page.General	User can view the Client General page.	Allow	X
Client.Form.Page.Identification	User can view the Client Identification page.	Allow	X
Client.Form.Page.Logs	User can view the Client Logs page.	Allow	X
Client.Form.Page.NameAndDetails	User can view the Client Name & Details page.	Allow	X
Client.Form.Page.Profile	User can view the Client Profile page.	Allow	X
Client.Form.Page.Security	User can view the Client Security page.	Allow	X
Client.Form.Page.Statistics	User can view the Client Statistics page.	Allow	X
Client.Form.Page.TaxAndBanking	User can view the Client Tax and Banking page.	Allow	X
Client.Form.Page.Transactions	User can view the Client Transactions page.	Allow	X
Client.Form.Page.UserDefined	User can view the Client User Defined page.	Allow	X
Client.Form.Page.WebAccess	User can view the Client Web Access page.	Allow	X
Client.Form.Page.Workflows	User can view the Client Workflows page.	Allow	X
Client.IdentificationItems.Add	User can add new Client Id Items.	Allow		X
Client.IdentificationItems.Approve	User can approve Client Identification Items.	Allow		X
Client.IdentificationItems.Delete	User can delete existing Client Identification Items that have not been verified.	Allow		X
Client.IdentificationItems.DeleteApproved	User can delete existing Client Identification Items that have been approved.	Deny		X
Client.IdentificationItems.DeleteVerified	User can delete existing Client Identification Items that have been verified.	Deny		X
Client.IdentificationItems.ExecuteDecisionCard	User can execute the Decision Card used to make a decision regarding this Client's Identification.	Allow	X
Client.IdentificationItems.Paste	User can paste information from the Client record to an Identification Item using the paste button options defined on the Identification Type.	Deny		X
Client.IdentificationItems.Unapprove	User can un-approve Client Identification Items.	Deny		X
Client.IdentificationItems.Unverify	User can un-verify Client Identification Items.	Deny		X
Client.IdentificationItems.Update	User can update existing Client Identification Items.	Allow		X
Client.IdentificationItems.Verify	User can verify Client Id Items.	Allow		X
Client.Logs.Add	User can add new non-document Client Logs.	Allow	X
Client.Logs.AddDocument	User can add new Client Document Logs i.e. create Documents.	Allow	X
Client.Logs.Delete	User can delete Client Logs that they created.	Allow		X
Client.Logs.DeleteAny	User can delete any non system generated or External Read-Only Client Logs.	Allow		X
Client.Logs.DeleteExternalReadOnly	User can delete Client Logs with an External Read-Only source.	Deny		X
Client.Logs.DeleteSystem	User can delete system generated Client Logs.	Deny		X
Client.Logs.Unpublish	User can unpublish Client Logs i.e. clear the publish details for the Log.	Deny		X
Client.Logs.Update	User can update Client Logs that they created or have been delegated.	Allow		X
Client.Logs.UpdateAny	User can update any non system generated Client Logs.	Allow		X
Client.Logs.UpdateSystem	User can update system generated Client Logs. Only certain basic details can be updated on system-generated Logs.	Deny		X
Client.Logs.ViewAuditPage	User can view the Audit page of a Client Log.	Deny	X
Client.Logs.ViewExtendedData	User can view the raw Extended Data held against a Client Log.	Deny	X
Client.ManagerUpdate	User can update an Clients's Manager.	Allow		X
Client.Password	User can update and view the Client's Pass Code.	Allow	X
Client.SearchResultsPrintAndExport	User can right-click to print and/or export the results grid on the Client Search and Client List forms.	Deny	X
Client.ShowUnmaskedTaxNumber	User can view unmasked IRD Number.	Allow	X
Client.StatisticsSets.Add	User can add new Client Statistics Sets.	Allow		X
Client.StatisticsSets.Approve	User can approve or reject Client Statistics Sets.	Allow		X
Client.StatisticsSets.Cancel	User can cancel existing Client Statistics Sets that are open.	Allow		X
Client.StatisticsSets.Delete	User can delete existing Client Statistics Sets that have not been verified.	Allow		X
Client.StatisticsSets.DeleteApproved	User can delete existing Client Statistics Sets that have been approved.	Deny		X
Client.StatisticsSets.DeleteVerified	User can delete existing Client Statistics Sets that have been verified.	Deny		X
Client.StatisticsSets.StatisticItems.Unverify	User can un-verify Client Statistic Items.	Deny		X
Client.StatisticsSets.StatisticItems.Verify	User can verify Client Statistic Items.	Allow		X
Client.StatisticsSets.Unapprove	User can un-approve or un-reject Client Statistics Sets.	Deny		X
Client.StatisticsSets.Uncancel	User can un-cancel Client Statistics Sets.	Deny		X
Client.StatisticsSets.Unverify	User can un-verify Client Statistics Sets.	Deny		X
Client.StatisticsSets.Verify	User can verify Client Statistics Sets.	Allow		X
Client.Update	User can update existing Clients.	Allow		X
Client.UpdateCode	User can update Client codes.	Allow	X
Client.WithholdingTaxUpdate	User can update Client Withholding Tax details.	Allow		X
Client.Workflows.Add	User can add new Workflows for Clients.	Allow	X