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Policies Page

You must be a Subscription Administrator to access the Policies page.

Use this page to set firm-wide policies.

Default Permissions Policy

When this feature is enabled, and a user adds a client, Everyone in the firm will be granted permission to the new client by default. This feature is not initially enabled. Users with Owner permission have total freedom to change their clients’ permissions.

All subscriptions have a unique team called Everyone. It is comprised of all Practitioners in your firm. As Practitioners are added to or removed from the system, the Everyone team is instantly and automatically updated to always include all the Practitioners in your firm. Subscription Administrators have unrestricted client management rights and are therefore not included in the Everyone team.

Enabling Permissions

  1. On the Policies page, in the Default Permission Policy section, click the check box to select it.
  2. Click the permission field, and in the drop-down list, select the permission. For details about permissions, see Permissions.
  3. Click Save at the top of the Policies page.

If you enable both the Default Permissions Policy and the My Client Permissions Policy described below, then user’s My Client Permissions will override the Default Permissions Policy when users add a new client, provided users choose to apply their My Client Permissions when adding a new client.

Disabling Permissions

  1. On the Policies page, in the Permission Policy section, click the check box to deselect it.
  2. Click Save at the top of the Policies page.

Changing this policy has no retroactive effect. As long as it is enabled, the permissions you specify will apply when users add new clients. As long as it is disabled, no firm-wide permissions will be granted when users add new clients unless the user adding the client chooses to grant permissions to Everyone.

The Permissions Wizard

You can update multiple client permissions for multiple users in a single operation by using the Permissions Wizard. Note that Practitioners also have access to the wizard, but they must have Owner permission to use it.

  1. Click the Permissions Wizard link to launch the wizard. 
  2. For detailed instructions, see Permissions Wizard.

My Client Permissions Policy

This policy allows users to manage their own My Client Permissions. This policy is initially enabled by default. Users access their My Client Permissions from their personal Setup page. For information on how users manage their own My Client Permissions, see Edit User Page My Client Permissions Tab. Note that only users with Owner permission can grant client permissions to other users.

As long as this policy is enabled, and users choose to apply their My Client Permissions when adding a new client, it will override the Default Permissions Policy, described above, if that policy is enabled as well.

Enabling My Client Permissions

  1. On the Policies page, in the My Client Permissions Policy section, click the check box next to Allow Practitioners to Manage the My Client Permissions to select it. When the box is checked, the policy is enabled.
  2. Click Save at the top of the Policies page.

Disabling My Client Permissions

  1. On the Policies page, in the My Clients Permission Policy section, click the check box to deselect it. When the box is checked, the policy is disabled, and only Subscription Administrators can edit users’ My Client Permissions by accessing the Edit User page of a particular user. See Edit User Page My Client Permissions Tab.
  2. Click Save at the top of the Policies page.

Plan Policies

In the Plan Policies section, you can specify whether to allow Practitioners to…

These policies are enabled initially.

Allowing Users to Export Client Plans

By enabling this feature, you are allowing Practitioners to export client plans to their local or network drive. Exported plans are referred to as client files, the names of which have the .it extension. This is useful for firms that subscribe to both the Web and desktop program editions, typically for a brief transition period. For more information, see Export a Plan.

  1. Click the check box next to Allow Users to Export Client Plans. When the box is checked, plan exporting is enabled; when the box is unchecked, plan exporting is disabled.
  2. click Save at the top of the Policies page.

Allowing Users to Send Client Plans as PDF Attachments via Email

By enabling this feature, you are allowing users to send client plans as PDF attachments in email.

Email is not a secure method for transmitting data over the Internet. Before enabling this feature, be sure you are willing to accept the security risks associated with sending confidential client data in email.

  1. Click the check box next to Allow users to Email Client Plans as PDF. When the box is checked, emailing plans is enabled; when the box is unchecked, emailing plans is disabled.
  2. Click Save at the top of the Policies page.

Specifying Whether Users can Access Personal Plans

On the Policies page, you can set a firm-wide policy to either allow users to work with personal plans or prevent users from working with personal plans. This policy is initially enabled by default. After setting the firm-wide policy, you can then make exceptions on a user-by-user basis by going to the Edit User page and clicking Edit next to the user’s name.

Changing this firm-wide personal plans policy will override all user-level exceptions that may have been set. For example, if you click Disable Personal Plans on the Policies page and then you enable personal plans for user John Smith by changing the setting on his Edit User page, and then you click Disable Personal Plans again on the Policies page, then John’s access to his personal plans will again be denied.

Allowing Users to Access Personal Plans

  1. Click Enable Personal Plans.
  2. A message appears at the top of the Policies page confirming the action. Users can now create and work with personal plans by accessing the Personal Plans tab on their personal Setup page.

Preventing Users from Accessing Personal Plans

  1. Click Disable Personal Plans. 
  2. A message appears at the top of the Policies page confirming the action. When users access the Personal Plans tab on their personal Setup page, they see a message informing them that this feature is disabled. 

All personal plans users may have already created are retained, but users are now denied access to them. You can restore users’ access to their personal plans simply by re-enabling this feature.

Recycle Bin Policy

You can specify whether to allow Practitioners to purge items from their own Recycle Bins. This feature is initially enabled by default. If disabled, only Subscription Administrators can purge Recycle Bins by using the Purge All feature available on the Subscription Administrator’s Recycle Bin page.

  1. Click the check box to select or deselect it. (If checked, the policy is allowed; if unchecked, the policy is disallowed.)
  2. Click Save at the top of the Policies page.