Assign staff to security groups
If your firm uses the security features in Practice CS, you can assign staff to custom security groups to set permissions for various Practice CS features.
If your firm enables security in Practice CS, you'll need to assign each staff member to at least 1 security group. Staff will need to be assigned to a security group to sign in to Practice CS.
For more information on setting up security groups, refer to Set up security groups.
- SelectSetup, thenStaff.
- Select theSecuritytab.noteThis tab is available only if theEnable Firm Securitycheckbox is marked on the Preferences tab of the Firm setup screen.
- Select the staff ID in the Staff list to select a staff member, or enter it inSearch.
- SelectEdit.
- Mark the checkbox for a security group in theMember of groupslist to assign all its security permissions to the selected staff member.note
- TheMember of groupslist contains all security groups currently in the application. Security groups are created in the Security Groups window (). If no security groups are selected in the Staff Security tab, the staff member won’t be able to sign in to the application.
- When you select a security group, permissions for that group will appear in thePrivilegestree.
- Staff members can belong to multiple security groups. If there is a security conflict between groups (that is, if 1 group has the permission and the other doesn't), the staff member will be granted the permission.
- If you have security permission, you can add, edit, or delete security groups by right-clicking the list and selecting from the context menu.
- To reset the staff member’s password, selectReset Password(or press Alt+R). This clears the user’s password, and lets the user enter a new password when next opening Practice CS.
