Skip to main content
Groups
Search
Search Virtual Office CS Support Help and Support.

This article applies to:

  • Subject: groups

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.
  1. Add a group.
  2. In the Admin tab of the navigation pane, select
    Groups
     in the
    NetStaff CS
     section.
  3. In the Groups list, enter any part of the group name in the
    Find
     field and select the group name. NetFirm CS displays the group's information on the right.
    note
    Delete the entry from the
    Find
     field to view the full list of groups.
  4. In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you select
    Enable
     or
    Disable
    .
    note
    The 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
  1. Select
    All Drawers
    .
  2. Select
    Enter
    .
Modify the group's access to Document Presentation drawers
  1. In the Access Permissions section, select
    Selected
    .
  2. Mark the checkboxes for the drawers that contain Document Presentation files that members of the group need to access, and clear the checkboxes for drawers that contain files that group members no longer need to access.
  3. Select
    Enter
    .

File Exchange

  1. 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.
  2. Select
    Enter
    .
  1. Select the
    Read
     checkbox 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.
    note
    Each user must create their own links in any private Links module. As a result, NetFirm CS marks and grays the
    Edit
     checkbox when you select the
    Read
     checkbox for a private Links module.
  2. Select the
    Edit
     checkbox for any public Links module that members of this group will be responsible for updating.
  3. Select
    Enter
    .

News

  1. Select the
    Read
     checkbox 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.
  2. Select the
    Edit
     checkbox for any News module that members of this group will be responsible for updating.
    note
    The
    Edit
     checkbox is available only when the adjacent
    Read
     checkbox is marked.
  3. Select
    Enter
    .

Virtual Office CS or Software as a Service (SaaS)

  1. 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.
  2. Select
    Enter
    .

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close