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
. - Go toSetup>Firm Information>Client Staff.
- Select theSecuritytab.
- Select a staff ID from theStaff list.
- Mark or clear the checkboxes inMember of groupsto assign or remove the staff member from security groups.
- View the assigned privileges in thePrivilegessection. Privileges can't be modified here.
note
- To modify security group privileges, useSetup>Firm Information>Client Security Groups.
- To specify client record access, use theSetup>Firm Information>Client Staff>Client Accesstab.
