Modify user access to modules
Follow these steps to modify NetClient CS user access to modules.
note
When you create a NetClient CS user account, all modules are disabled by default.
- In theAdmintab of the navigation pane, selectUsersin the NetClient CS section.noteIfUsersisn't available, you don't have access to this area.
- Select the user in the Users list.noteTo search for a user, go toFindand enter the first name, last name, or sign in. You can also select a column in the Users list to sort the list.
- In the Permissions section of the Users screen, selectEnablefor the modules that the NetClient CS user needs to access. SelectDisablefor modules that the NetClient CS user doesn't need to access.note
- The names of modules that incur monthly fees appear in green and are preceded by dollar signs ($).
- In this screen, you can't disable a module that the user can access based on group membership. To prevent the user from accessing the module, you'll need to remove the user from the group or disable the group's access to the module.
- For most modules, a permissions window opens when you selectEnable. Select the name of the module to learn about the permissions settings.noteThe Account Aggregation module doesn't have a permissions window. NetClient CS users determine the content of this module.
- Document Presentation
- File Exchange
- Links
- News
- Remote Payroll & Check Printing (ACS)
- Virtual Client Office (CS) (Includes FileCabinet CS and Microsoft Office applications)
- Virtual Client Office (RN)
- Employee Self-Service
- SelectEnter.
