Last reviewed: 21/10/2020 Article ID: R002319

The information in this article applies to:

  • Tabs3 Billing Version 17
  • PracticeMaster Version 17
  • Tabs3 General Ledger Software (GLS) Version 17
  • Tabs3 Accounts Payable Software (APS) Version 17
  • Tabs3 Trust Accounting Software (TAS) Version 17

Note: For information about Access Rights in Version 18, please see KB Article R11652, “Access Rights (Ver. 18)”.

SUMMARY

Access profiles are created in System Configuration and are used to assign rights to the various software systems, programs, and functions. An access profile defines exactly which functions in Tabs3 Billing, PracticeMaster, GLS, APS, and TAS are available to any user who is assigned to that access profile. Once an Access Profile has been defined, it can then be associated with the individual users who will then have those collective rights. A predefined access profile called “Manager” is automatically created and cannot be modified or deleted. Any user who is assigned to the Manager access profile has all rights to everything. A manager can print a detailed Access Profile List in System Configuration that indicates the rights that have been assigned to individual Access Profiles. Each access profile can be shown with its corresponding Yes or No value.

This article lists which access rights are available for access profiles in the software.

SYSTEM ACTIVITY RIGHTS

The following table shows the various system-wide access rights that can be defined in an access profile. Accessing the Access Profiles program requires Manager access rights.

System Activity Group

Access Rights Available

System Configuration Access

User Configuration
Group Configuration

System Options

Firm Information
Display Active User List
Log Off Users (See notes)
SQL Access to System Config Files (See notes)
Check for Software Updates

Back Up/Restore

Back Up Data Files
Restore Data Files

Notes for System Access Rights

Log Off Users: This option, when enabled, allows the Tabs3 Billing user to safely log off other users who are currently logged into the Tabs3 Billing and PracticeMaster software. Logging off users in this way discards any unsaved changes and removes the selected user from all conflicting programs. The Log Off Users feature is available only in Platinum versions of the software.
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SQL Access to System Config Files: This option, when enabled, allows the user to access the System Configuration data files via the Platinum SQL Server. The SQL System Tables feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
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TABS3 BILLING ACCESS RIGHTS

The following table shows the various Tabs3 Billing access rights that can be defined in an access profile.

Tabs3 Group

Access Rights Available

Client Information

Browse Client
Add Client
Change Client
Delete Client
Browse Client Notes
Edit Client Notes
Browse Fee Compensation Rules
Edit Fee Compensation Rules (See notes)
Browse Contact (See notes)
Add Contact
Change Contact
Delete Contact

Fee, Cost, Payment & Client Funds Transactions

Browse Fees
Add Fees
Change Fees
Delete Fees
Detail Fee View (See notes)
Browse Costs
Add Costs
Change Costs
Delete Costs
Detail Cost View (See notes)
Detail Cost GLS View (See notes)
Browse Payments
Add Payments
Change Payments
Delete Payments
Edit Payment Allocations (See notes)
Browse Payment Allocations
Browse Fee Compensation Information (See notes)
Detail Payment GLS View (See notes)
Browse Client Funds
Add Client Funds
Change Client Funds
Delete Client Funds
Detail Client Funds GLS View (See notes)

Timekeeper, Category & Transaction Code Information/Misc. Desc.

Edit Timekeeper
Browse Timekeeper
Edit Category
Browse Category
Edit Transaction Code
Browse Transaction Code
Edit Timekeeper Level Descriptions
Edit Cost Type Descriptions
Edit Task Code Set Descriptions

Bill. Freq./Location/Task Code/Dial Phone

Edit Billing Frequencies
Browse Billing Frequencies
Edit Location
Browse Location
Edit Task Codes
Browse Task Codes
Phone Dialer

Statement Preparation

Detailed Work-In-Process Report
Summary Work-In-Process Report
Aged Work-In-Process Report
Write-Up/Write-Down Fees and Costs
Adjust Flat Fee Clients
Perform Split Billing
Undo Split Billing

Statements/Statement Setup

Print Draft Statements
Print Final Statements
Pre-Bill Tracking
Pre-Update Statement Report
Unbill Final Statements
Update Statements
Undo Updated Statements
Reprint Updated Statements
Statement Customization
Statement Designer
Edit Statement Notes
Browse Statement Notes
Edit Statement Templates
Browse Statement Templates
Rename Statement Templates
Edit E-mail Templates
Browse E-mail Templates
E-mail Statements
E-mail Statements Report

Accounts Receivable & Client Reports/Conflict of Interest

Accounts Receivable by Invoice Report
Detail Accounts Receivable Report
Summary Accounts Receivable Report
Accounts Receivable by Timekeeper Report
Client List
Client Labels
Client Rate Report
Fee Compensation Rules Report
Collections Report
Split Billing Report
Top Client Report
Conflict of Interest Check
Client Inactivity Report

Management Reports

Allocated Payments Report
Cash Receipts Report
Client Budget Report
Client Funds Report
Client Ledger Report
Client Realization Report
Receipt Allocation Report
Timekeeper Realization Report
Timekeeper Profitability Report
Timekeeper Status Report
Unallocated Payments Report
Write-Up/Write-Down Report

Miscellaneous Reports

Billing Frequency List
Category List
Cost Type Description List
Location List
Statement Template List
E-mail Template List
Statement Note List
Task Code List
Task Code Set List
Timekeeper List
Timekeeper Level List
Transaction Code List
Text Macro List

Productivity & Transaction Reports/Report Writer/Report Suites

Category Productivity Report
Client Analysis Report
Client Productivity Report
Credit Card Authorization List
Productivity Report by Category/Timekeeper
Productivity Report by Tcode/Timekeeper
Timekeeper Productivity Report
Report Writer
Recap of Hours Report
Task Code Budget Report
Timekeeper Analysis Report
Transaction File List
Task Code Billing Report
Report Suite Manager (See notes)
Run Report Suite

Client Related Maintenance

Change Client Options
Delete a Range of Clients
Write Off Client
Reverse Write Off

Dictionary Maintenance/Integration

Add/Delete Dictionary Words
Spell Check Options
Create Validation Files
PracticeMaster Synchronization
Merge Practice Management Changes
Transfer All Clients to Practice Management
Transfer Billing Lookup Files from PracticeMaster
Merge Data Capture Transactions
Merge Tabs3 Remote Data
QuickBooks Integration
Edit GLS Integration Setup
Browse GLS Integration Setup

Month-End/Year-End
/Renumber/Transaction Related

Advance Current Reporting Month
Change Key Type
Renumber Client
Renumber Category
Renumber Transaction Code
Renumber Timekeeper
Rename Contact
Change WIP Transactions
Payment Adjustment
Transfer A/R and Transactions
Text Macro Maintenance

Utilities/View

Archive Integrity Check
Change Beginning Reporting Month
Customization
Data File Integrity Check
Reindex Files
View Active User List
View Support Log
SQL Access to Data Files (See notes)

Notes for Tabs3 Billing Access Rights

Edit Fee Compensation Rules: This option, when enabled, allows the Tabs3 Billing user to edit Fee Compensation rules from the Setup tab in Client Information. This option requires that the Change Client option be enabled as well. If either of these options is not enabled, the user cannot edit Fee Compensation Rules.
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Browse Contact: This option, when enabled, allows the Tabs3 Billing user to view Contact records and access the Outlook Sync Billing Changes log.
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Detail Fee View: This option, when enabled, allows the Tabs3 Billing user to switch from Rapid view to Detail view while in the Fee Data Entry window. If this option is not enabled, the Tabs3 Billing user can only view the Fee Data Entry window in Rapid view.
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Detail Cost View: This option, when enabled, allows the Tabs3 Billing user to switch from Rapid view to Detail view while in the Cost Data Entry window. If this option is not enabled, the Tabs3 Billing user can only view the Cost Data Entry window in Rapid view.
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Detail Cost GLS View: This option, when enabled, allows the user of Tabs3 Billing to open the GLS Integration window while in the Cost Data Entry window and make changes to the default GLS journal entries as well as add or delete journal entries for that cost entry. If this option is not enabled, the user of Tabs3 Billing will receive a message indicating that he does not have access rights when selecting the GLS Integration button on the Cost Data Entry window. The user does not have to have rights in GLS in order to view or modify journal entries for the cost entry.
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Edit Payment Allocations: This option, when enabled, allows the Tabs3 Billing user to open the manual Payment Allocation window while in the Payment Data Entry window and make changes to the default payment allocations. If this option is not enabled, the Tabs3 Billing user will receive a message indicating that she does not have access rights when selecting the Payment Allocation button on the Payment Data Entry window.
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Browse Fee Compensation Information: This option, when enabled, allows the Tabs3 Billing user to view Fee Compensation Rules while in the Payment Allocation window. If this option is not enabled, the Tabs3 Billing user will not be able to see Fee Compensation Rules on the Payment Allocation window.
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Detail Payment GLS View: This option, when enabled, allows the Tabs3 Billing user to open the GLS Integration window while in the Payment Data Entry window and make changes to the default GLS journal entries as well as add or delete journal entries for that payment entry. If this option is not enabled, the Tabs3 Billing user will receive a message indicating that he does not have access rights when selecting the GLS Integration button on the Payment Data Entry window. The user does not have to have rights in GLS in order to view or modify journal entries for the payment entry.
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Detail Client Funds GLS View: This option, when enabled, allows the Tabs3 Billing user to open the GLS Integration window while in the Client Funds Data Entry window and make changes to the default GLS journal entries as well as add or delete journal entries for that client funds entry. If this option is not enabled, the Tabs3 Billing user will receive a message indicating that he does not have access rights when selecting the GLS Integration button on the Client Funds Data Entry window. The user does not have to have rights in GLS in order to view or modify journal entries for the client funds entry.
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Report Suite Manager: This option, when enabled, allows the Tabs3 Billing user to, add, change, and delete reports in the Report Suite Manager. This does not, however, allow the user to run the Report Suite reports. In order for a user to run Report Suites, the Run Report Suite access right must be enabled.
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SQL Access to Data Files: This option, when enabled, allows the user to access the Tabs3 Billing data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
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PRACTICEMASTER ACCESS RIGHTS

The following table shows the various PracticeMaster access rights that can be defined in an access profile.

PracticeMaster Group

Access Rights Available

File Information

Browse Client (See notes)
Add Client
Change Client
Delete Client
Browse Contact
Add Contact
Change Contact
Delete Contact
Browse Calendar
Add Calendar
Change Calendar
Delete Calendar
Browse Calendar Code
Add Calendar Code
Change Calendar Code
Delete Calendar Code
Browse Billing Lookup Files (See notes)
Add Billing Lookup Files (See notes)
Change Billing Lookup Files (See notes)
Delete Billing Lookup Files (See notes)
Browse Journal
Add Journal
Change Journal
Delete Journal
Browse Document Management
Add Document Management
Change Document Management
Delete Document Management
Download Files via Tabs3 Connect
Browse Document Type
Add Document Type
Change Document Type
Delete Document Type
Browse Fee
Add Fee
Change Fee
Delete Fee
Browse Cost
Add Cost
Change Cost
Delete Cost
Browse Text Macro
Add Text Macro
Change Text Macro
Delete Text Macro
Browse Other Files (See notes)
Add Other Files
Change Other Files
Delete Other Files
Matter Manager Billing Summary

Timer/Form Designer

Timer
Process Timer Records/Convert to Fee Settings
Form Designer (See notes)

Calendar

Calendar Display
Browse Plans
Edit Plans
Browse Plan Templates
Edit Plan Templates
Process Plan Template
Browse Holidays
Edit Holidays by Venue
Reserved

Document

HotDocs Assembly and Cross Reference (See notes)
HotDocs Assembly Add/Edit Records
Word Document Assembly
Word Template Editing
Check In for Other Users
Discard Other User’s Checkouts

Reports

Daily Report
Report Writer (See notes)
Report Writer Design (See notes)
Report Writer Runtime (See notes)
Client Inactivity Report

Search

Conflict of Interest Search
Document Search
Contact Search
Search Settings

eNotes

[Only applicable in PracticeMaster Platinum]

Enable PracticeMaster eNotes
Reply To eNotes
Send New eNotes
Permanently Delete eNotes
Edit eNote Preferences
Access to All Users’ eNotes

Maintenance/Synchronization
/Integration

Add/Delete Dictionary Words
Spell Check Options
File Maintenance
Import Data Wizard
Browse WorkFlows
Add WorkFlows
Edit WorkFlows
Delete WorkFlows
Manage Quick Clicks Items for All Users (See notes)
Tabs3 Synchronization
Worldox Integration
Worldox Profile Group Setup
Change Key Type
Renumber Client
Renumber Category
Renumber Tcode
Renumber Timekeeper
Rename Contact
Merge Contacts
E-mail Preferences
Outlook Synchronization Log
Browse Outlook Synchronization
Change Outlook Synchronization

Utilities/View

PracticeMaster Customization
Data File Integrity Check
Reindex Files (See notes)
View Active User List
View Support Log
SQL Access to Data Files (See notes)
Verify Documents

Notes for PracticeMaster Access Rights

Browse Client Files: In addition to allowing the PracticeMaster user to open and view (i.e., browse) records in the Client file (File | Open | Client), this option, when enabled, also allows the user to open the Matter Manager in PracticeMaster.
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Browse Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to open and view (i.e., browse) records in the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files.
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Add Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to add records to the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files. (Note: When integrating with Tabs3 Billing, records in these files can only be added using Tabs3 Billing.)
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Change Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to change or edit records in the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files. (Note: When integrating with Tabs3 Billing, records in these files can only be edited using Tabs3 Billing.)
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Delete Billing Lookup Files: This option, when enabled, allows the PracticeMaster user to delete records in the Billing Files (File | Open | All Other Files | System Files | Lookup Files | Billing Files). Billing Files consist of the Timekeeper, Category, Transaction Code, Task Code and Location files. (Note: When integrating with Tabs3 Billing, records in these files can only be deleted using Tabs3 Billing.) 
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Browse Other Files: This option, when enabled, allows the PracticeMaster user to open Other Files. You have the ability to browse any user made files other than the system default, under System Files or any Area of Practice File.
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Form Designer: This option, when enabled, allows the PracticeMaster user to access and use the Form Designer from any files List tab (Edit | Form Designer). If this option is not enabled, the user of PracticeMaster will not be able to utilize Form Designer.
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HotDocs Assembly and Cross Reference: This option, when enabled, allows the PracticeMaster user to edit a Cross Reference file for HotDocs templates in HotDocs Document Assembly. If this option is not enabled, the PracticeMaster user will not be able to access the Cross Reference file option window.
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Report Writer: This option, when enabled, allows the PracticeMaster user to access and use the Report Writer program for means of running, creating, changing, and deleting reports. If this option is not enabled, the PracticeMaster user will not be able to access the Report Writer program.
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Report Writer Design: This option, when enabled, allows the user of PracticeMaster to utilize the Report Writer program for means of creating or changing reports. However the user cannot run any reports.  If this option is not enabled, the PracticeMaster user will not be able to create or change reports.
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Report Writer Runtime: This option, when enabled, allows the PracticeMaster user to utilize the Report Writer program for means of running reports. However the user cannot create or change any reports.  If this option is not enabled, the PracticeMaster user will not be able to run reports.
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Manage Quick Clicks Items for All Users: This option, when enabled, allows the user to edit filters and column layouts with the Show for all users check box selected, and allows the user to select or clear the Show for all users check box on all available filters and column layouts. Many firms restrict the number of users who have this ability so as not to unknowingly or adversely affect global filters and column layouts used by other users.
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Reindex Files: This option, when enabled, allows the user to reindex files. Additionally, this option allows the user to run the Rebuild Contact Categories program.
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SQL Access to Data Files: This option, when enabled, allows the user to access the PracticeMaster data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
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GLS ACCESS RIGHTS

The following table shows the various GLS access rights that can be defined in an access profile.

GLS Group

Access Rights Available

Chart of Accounts

Browse Accounts
Add Accounts
Change Accounts
Delete Accounts
Browse Account Information
Set Budget Amounts

Journal Entries

Browse Journal Entries
Add Journal Entries
Change Journal Entries
Deposit Slips
Bypass Journal Entry Date Restrictions

Journal Names, Departments and Recurring Entries

Edit Journal Name
Browse Journal Name
Edit Department
Browse Department
Edit Recurring Entry
Browse Recurring Entry

Reports

Balance Sheet & Bank Account Balance
Budget Report
Chart of Accounts List
General Ledger Report
GLS Client List
Income Statement
Journal Report
Department List
Journal Name List
Recurring Entry List
GLS Report Writer
Trial Balance

Maintenance

Reconciliation (See notes)
Post PenSoft Payroll/Import Journal Entries
Post Recurring Entries
Post Accrual Balances
Renumber GLS Accounts
Change Account Number Format

Utilities/View

Data File Integrity Check
Browse GLS Clients
Add GLS Clients
Change GLS Clients
Delete GLS Clients
Reindex Files
Select Different Client
View Active User List
View GLS Support Log
SQL Access to Data Files (See notes)

Notes for GLS Access Rights

Reconciliation: This option, when enabled, allows the user to access both the Reconciliation program and the Reconciliation Report.
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SQL Access to Data Files: This option, when enabled, allows the user to access the GLS data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
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TAS ACCESS RIGHTS

The following table shows the various TAS access rights that can be defined in an access profile.

TAS Group

Access Rights Available

Trust Account Information

Browse Trust Accounts
Add Trust Accounts
Change Trust Accounts
Delete Trust Accounts
Browse Contact
Add Contact
Change Contact
Delete Contact

Trust Transaction Information

Browse Trust Transactions (See notes)
Add Trust Transactions (See notes)
Change Trust Transactions (See notes)
Delete Trust Transactions (See notes)

Attorney, Payee & Bank Account Information

Edit Attorney
Browse Attorney
Edit Payee
Browse Payee
Edit Bank Account (See notes)
Browse Bank Account (See notes)

Checks

Print Checks (See notes)
Print Check Test Pattern
Check Register by Check Number
Check Register by Payee
Check Register by Trust Account
Void Checks (See notes)
Bank Account Reconciliation

Reports

Client Trust Ledger
Credit Card Authorization List
Attorney List
Bank Account List (See notes)
Payee List
Trust Account List
Voided Check List
1099 Report
1099 Forms
Create APS 1099 Merge File

Maintenance

Import Transactions (See notes)
Change Key Type
Renumber Trust Account
Renumber Attorney
Rename Payee
Rename Contact

Utilities/View

TAS Customization
Data File Integrity Check
Purge Trust Transactions
Reindex Files
Select Trust Transactions to Save/Purge
View Active User List
View TAS Support Log
SQL Access to Data Files (See notes)

Notes for TAS Access Rights

Trust Transactions: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
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Bank Account: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order to view Tabs3 Billing and GLS information.
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Print Checks: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
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Void Checks: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
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Bank Account List: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order to view Tabs3 Billing and GLS information.
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Import Transactions: Users with rights to this option do not require rights to Tabs3 Billing or GLS in order for TAS to create and/or delete payment or journal entries.
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SQL Access to Data Files: This option, when enabled, allows the user to access the TAS data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
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APS ACCESS RIGHTS

The following table shows the various APS access rights that can be defined in an access profile.

APS Group

Access Rights Available

Vendor Information

Browse Vendor
Add Vendor
Change Vendor
Delete Vendor

Invoices/Manual Checks

Browse Invoices/Manual Checks
Add Invoices/Manual Checks
Change Invoices/Manual Checks
Delete Invoices/Manual Checks

Bank Account and Recurring Entry Information

Edit Bank Account
Browse Bank Account
Edit Recurring Entry
Browse Recurring Entry

Check Preparation/Checks/Post Invoices/Void Checks

Post Recurring Entries (Monthly)
Cash Requirements Report
Pre-Check Register Report
Print Checks
Print Check Test Pattern
Post Checks (See notes)
Post Unpaid Invoices (See notes)
Unpost Unpaid Invoices (See notes)
Unpost Single Unpaid Invoices (See notes)
Check Register
Void/Reprint Unposted Checks
Void Posted Checks (See notes)
Voided Check List

Reports/Miscellaneous/1099 Information

Invoice by Vendor List
Invoice by Voucher List
Aged Unpaid Invoice Report
Paid Invoices by Vendor Report
Bank Account List
Recurring Entry List
Vendor Analysis Report
Vendor List
Vendor Labels
1099 Report
1099 Forms
Create 1099 Disk File

Maintenance/Month-End
/Year-End/Renumber

Transfer Invoices
Import Invoices
Clear Vendor Analysis Totals
Change Key Length
Renumber Vendors

Utilities/View

APS Customization
Data File Integrity Check
Reindex Files
Select Invoices to Save/Purge
Purge
View Active User List
View APS Support Log
SQL Access to Data Files (See notes)

Notes for APS Access Rights

Post Checks: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
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Post Unpaid Invoices: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
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Unpost Unpaid Invoices: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
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Unpost Single Unpaid Invoice: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
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Void Posted Checks: Users with rights to this option do not require rights to GLS in order for APS to automatically post applicable journal entries.
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SQL Access to Data Files: This option, when enabled, allows the user to access the APS data files via the Platinum SQL Server. The SQL feature is only available in Platinum versions of the Tabs3 Billing and PracticeMaster software with the Platinum SQL Server.
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SUMMARY OF NEW ACCESS RIGHTS IN VERSION 17

The following provides a list of changes made to access rights in Version 17. This makes it easy to see exactly what is different from Version 16. The default setting (Yes or No) after conversion is listed in parentheses, unless it was renamed. If the access right was renamed, no changes are made to the existing setting.

Tabs3 Billing

  • Statement Preparation
    • Perform Split Billing – Renamed from “Adjust Split Fee Clients”
    • Undo Split Billing (Defaults from the Undo Updated Statements setting)
  • Accounts Receivable & Client Reports/Conflict of Interest
    • A/R by Timekeeper Report (Defaults from the Detail Accounts Receivable Report setting if Platinum. Defaults to No if not Platinum)
    • Split Billing Report – Renamed from “Split Fee Billing Report”

PracticeMaster

  • File Information
    • Browse Document Type (Defaults from the Browse Document Management setting)
    • Add Document Type (Defaults from the Add Document Management setting)
    • Change Document Type (Defaults from the Change Document Management setting)
    • Delete Document Type (Defaults from the Delete Document Management setting)
  • Document
    • Check In for Other Users (Defaults to No)
    • Discard Other User’s Checkouts (Defaults to No)
  • Maintenance/Synchronization/Integration
    • Manage Quick Clicks Items for All Users – Renamed from “Manage Filters/Column Layouts for All Users”
    • Worldox Profile Group Setup (Defaults from the Worldox Integration setting)
  • Utilities/View
    • Verify Documents (Defaults to No)

GLS

  • Chart of Accounts
    • Browse Account Information (Defaults from the Browse Accounts setting)
    • Set Budget Amounts (Defaults from the Change Accounts setting)
  • Journal Entries
    • Bypass Journal Entry Date Restrictions (Defaults to No)
  • Maintenance
    • Post PenSoft Payroll/Import Journal Entries – Renamed from “Post PenSoft Payroll/ASCII Data”

TAS

  • Checks
    • Reconciliation – Renamed from “Bank Account Reconciliation”

System Configuration

  • Check for Software Updates (Defaults to No)

FREQUENTLY ASKED QUESTIONS

What rights does the Manager Access Profile have?
A person who is assigned the Manager Access Profile has rights to all functions in all of the applications with no restrictions. There are several functions that only managers can perform. This includes, but is not limited to, setting up users in System Configuration, locking out users in all of the programs, deleting all users’ Verification Lists in Tabs3 Billing, accessing all secure clients in Tabs3 Billing and PracticeMaster, and using the drill-down feature on a Data File Integrity Report in PracticeMaster. A comprehensive list of the rights that require Manager access rights can be found in the Help provided with the software.

Note: The Manager Access Profile does not include rights to the Platinum SQL database (if installed). Users assigned to the Manager Access Profile who need access to the SQL system will need to be assigned an additional Access Profile with those rights enabled.

How can I copy an existing access profile and modify it to create a new access profile?
First, look up the access profile that you want to copy. Then, edit the Access ID field to have the new name for the Access ID you want to create. The label “New” will be displayed. All of the other settings will remain after you give the access profile a new Access ID and Access Name. You can then use the Tabs3 / PM / GLS / TAS / APS tabs and change the rights to fit your needs. Once all changes have been made, press Ctrl+S to save the new Access Profile.
I just added a new user in System Configuration. When I try to log on with that user, an “Access denied” message is displayed. Why is this?
The most likely reason is that an access profile was not assigned to the new user. If a user is not assigned an Access Profile, the user has no rights to log into the software. The other reason is that the Access Profile assigned to the user does not have rights to that particular program. You can verify which Access Profiles have been assigned to a user by logging into System Configuration as a Manager, opening the User file (File | Open | Users), and then retrieving the new user record.
I pressed the Enter key when the Logon window was displayed and was able to get into the program without entering a User ID or Password. Why is this?

When we send out a new system, you need to be able to log into the software. Therefore, the software is provided with a User ID named (BLANK). This User ID has full manager rights and is not assigned a password. If the (BLANK) User ID is not deleted, pressing the Enter key will log you into the software as that User ID. To prevent this from occurring, you can delete this User ID–provided you have at least one other User ID defined that has manager rights. Alternatively, you can edit the (BLANK) User ID by deleting the Manager Access Profile from the list of currently assigned Access Profiles.

I have several timekeepers and would like them to only be allowed access to their own transactions. Is this possible?

By logging into System Configuration using a Manager profile, you will be able to limit any User ID in the firm to one or more timekeepers (File | Open | Users). Select the Assign Tabs3/PracticeMaster Timekeepersoption and choose which timekeepers the user will be allowed to access. However, it is not possible to limit a fellow Manager in the program. If you do not currently have access profiles set up in System Configuration, you will need to do so before limiting a particular user’s timekeeper access. Additionally, not all aspects of the software can be limited by using assigned timekeepers. For more information on assigning timekeepers, please refer to Knowledge Base Article R11328, “Assigning Tabs3/PracticeMaster Timekeepers.”

How can I run a report that lists all rights belonging to one access profile?

By logging into System Configuration using a Manager access profile, you can run an Access Profile List (Reports | Access Profile List). This report allows you to select a single access profile, or a range of access profiles, and displays the access rights assigned to each profile.

Selecting the Include Individual Systems option will display access rights information for individual systems (i.e., Tabs3 Billing, General Ledger, etc.). After selecting this option, select Detail for the Type, and in the Systems section select one or more programs for which you want to view access rights. When including individual system access rights, a “grid” of the access rights for each specified program will be shown on the list. Access rights for each system are organized into sets of functions. For example, one of the groups of functions in Tabs3 Billing is “Client Information,” which includes the individual functions of Browse Client, Add Client, Change Client, Delete Client, etc. Each group represents a single row in the “grid.” A legend is printed below each profile for the selected programs and an asterisk (*) will be placed next to each allowed function for each access profile.

Do changes made to an access profile take effect immediately?
Changes made to an access profile take effect the next time a user logs into the software. Users already logged in will not be affected until the next time they log in.