Turn on security groups
You may need to remove a trial license for Workpapers CS.
- SelectHelpthenAbout.
- If the list includes a trial license for Workpapers, selectTrial Licenses.
- Clear theWorkpapers CScheckbox then selectOK.
Enabling firm security groups requires users to enter a password to open the application database. Staff administrators can also specify security privileges for staff groups to access certain areas of the application. You have to turn on security groups before creating them. Follow these steps to turn on security groups.
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- If you turn on firm security, you can't turn it off. It's a one-way process that can't be undone.
- Workpapers needs firm security turned on. You may get an error message if you try to use Workpapers without security turned on.
- SelectSetup,Firm Information, and thenFirm.
- Select thePreferencestab.
- Mark theEnable firm securitycheckbox.
- Close and reopen the application.
- Enter yourStaff ID, but don't enter a password.
- SelectOK.
- Enter a new password and selectOK.
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All staff belong to the Administrators group when you turn security on. Add additional groups to customize permissions for your staff members.