Modify group access to modules
You can assign
NetStaff CS
users to groups, and give the groups access to modules.
note
The
NetFirm CS
Staff includes all NetStaff CS users. You can give all current and future NetStaff CS users access to modules through this group.- Add a group.
- In the Admin tab of the navigation pane, selectGroupsin theNetStaff CSsection.
- In the Groups list, enter any part of the group name in theFindfield and select the group name. NetFirm CS displays the group's information on the right.noteDelete the entry from theFindfield to view the full list of groups.
- In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you selectEnableorDisable.noteThe Account Aggregation module and the Staff Availability module don’t have permissions dialogs. NetStaff CS users determine the content of these modules.
Document Presentation
NetFirm CS lists all of the drawers that were designated as contributors to NetClient CS the last time your firm placed a call to CS Connect. Do one of the following.
Option | Steps |
|---|---|
Give the group access to Document Presentation files in all drawers |
|
Modify the group's access to Document Presentation drawers |
|
File Exchange
- Select the checkbox for each folder that contains files that members of the group need to access, and clear the checkbox for each folder that contains files that group members no longer need to access.
- SelectEnter.
Links
- Select theReadcheckbox for any private Links module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.noteEach user must create their own links in any private Links module. As a result, NetFirm CS marks and grays theEditcheckbox when you select theReadcheckbox for a private Links module.
- Select theEditcheckbox for any public Links module that members of this group will be responsible for updating.
- SelectEnter.
News
- Select theReadcheckbox for any module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.
- Select theEditcheckbox for any News module that members of this group will be responsible for updating.noteTheEditcheckbox is available only when the adjacentReadcheckbox is marked.
- SelectEnter.
Virtual Office CS or Software as a Service (SaaS)
- In the Applications list, select the checkboxes for the applications that members of this group will access through Virtual Office CS or Software as a Service (SaaS), and clear the checkboxes for the applications that group members no longer need to access.
- SelectEnter.
