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Set up Client Access

Assign client staff members to security groups

You can use the
Security
 tab of the
Client Staff
 screen to assign staff members who use Accounting CS Client Access in the client's office to client security groups, enabling access to only those areas of the application that are selected for that group.
note
Before you begin, you'll need to make sure the
Enable firm security
 checkbox is marked in
Setup
 >
Firm Information
 >
Firm
 >
Preferences
.
  1. Go to
    Setup
     >
    Firm Information
     >
    Client Staff
    .
  2. Select the
    Security
     tab.
  3. Select a staff ID from the
    Staff list
    .
  4. Mark or clear the checkboxes in
    Member of groups
     to assign or remove the staff member from security groups.
  5. View the assigned privileges in the
    Privileges
     section. Privileges can't be modified here.
note
  • To modify security group privileges, use
    Setup
     >
    Firm Information
     >
    Client Security Groups
    .
  • To specify client record access, use the
    Setup
     >
    Firm Information
     >
    Client Staff
     >
    Client Access
     tab.

This article applies to:

  • PRODUCT: Accounting CS

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