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Set up NetClient CS

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.
  1. In the
    Admin
     tab of the navigation pane, select
    Users
     in the NetClient CS section.
    note
    If
    Users
     isn't available, you don't have access to this area.
  2. Select the user in the Users list.
    note
    To search for a user, go to
    Find
     and enter the first name, last name, or sign in. You can also select a column in the Users list to sort the list.
  3. In the Permissions section of the Users screen, select
    Enable
     for the modules that the NetClient CS user needs to access. Select
    Disable
     for 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.
  4. For most modules, a permissions window opens when you select
    Enable
    . Select the name of the module to learn about the permissions settings.
    note
    The 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
  5. Select
    Enter
    .

This article applies to:

  • PRODUCT: Virtual Office CS
  • Subject: Setup

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