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How to restrict users from accessing the Automations section in Practice/Finance Pro.

How to restrict users from accessing the Automations section in Practice/Finance Pro.

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Written by Keith Bell
Updated over a week ago

The Automation section consists of Task Blueprints, Document Blueprints and Triggers. If the firm is looking to restrict users from accessing the Automations, they must create a custom security group and add members to those security groups.

Also learn how to:

Create Your Own Security Group and add Members To Your Security Group From Security Group Page -

Once the users are added, follow the steps to restrict users from accessing the Automations sections.

  • Click on your name in the top right corner of the page

  • Click "Firm Settings"

  • Click "Security Groups" tab

  • Under "Actions", click the pencil icon to "Edit" the security group

  • Under the General Security

  • Uncheck all the Automations checkboxes to restrict users from accessing Automations completely or adjust their access accordingly

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