Assign staff members to security groups
You can use the
Security
tab of the Staff
screen to assign staff members to your security groups.note
Before you begin, make sure the
Enable firm security
checkbox is marked in Setup
> Firm Information
>Firm
>Preferences
to access the Security tab.- Go toSetup>Firm Information>Staff.
- Select theSecuritytab.
- Mark or clear the checkboxes inMembers of Groupsto include or exclude staff from groups. Staff can be assigned to multiple groups. The highest security privileges among the groups will apply.
- View the privileges in thePrivilegessection for each tab. Privileges can't be modified here. Adjust them inSetup>Firm Information>Security Groups.
- SelectReset Passwordto prompt the selected staff member to change their password upon next sign in. Only administrators or staff with privileges can perform this action.
