Set up data location profiles for Client Access
When setting up a client to use Accounting CS Client Access, you'll need to manage client portals from Accounting CS (rather than from NetFirm CS).
important
Since it's managed in Accounting CS, you'll need to create data location profiles so your client's staff members only see the data they're supposed to see. Each data location profile is associated with a unique shared network location that you can assign to one more more Client Access users. This data location profile is where they can access Accounting CS data (based on what you've enabled), reports or other files created from Accounting CS (such as ACH or EFTPS files), Microsoft Office files and/or FileCabinet CS documents.You should always set up Client Access in Accounting CS. Do not set it up in Virtual Office first as that will cause problems with the set up.
Internal use only
If you get a call about this, you'll need to transfer them to the Accounting CS queue, not the Virtual Office queue.
note
If you set the same data location profile for multiple clients, each client staff member will have to access
all
information in that data location.- In Accounting CS, selectSetupfrom the main menu.
- Go toFirm Informationand selectData Location Profiles.
- SelectAdd.
- Enter a profile description.
- SelectEnterto save the profile.
Next, you'll need to apply settings for Client Access users.
