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Do I need administrator access to use client search in other apps in Client Import Manager?

Overview of CIM permissions, including admin access requirements and client search availability in other apps.

No. While connecting and managing the CIM integration requires Administrator access in ChangeGPS, using the client search (Import from CIM) in other apps is available to all practice staff. When you open a app such as Tax Plan, Division 7A, or Letters Merge and see the Import from CIM option, you can search for and import client data without any special permissions. The Administrator role is only required to connect, disconnect, or reconfigure the integration in Admin Settings.

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