Administrative privileges to NetStaff CS users
To give NetStaff CS users administrative privileges that allow full access to all areas or to selected areas of NetFirm CS administration, follow these steps.
- In theAdmintab of the navigation pane, selectUsersin the NetStaff CS section.
- In theUserslist, enter any part of the user's name or login in theFindfield, and then select the user's name.tipDelete the entry from theFindfield to view the full list of users.
- In the Permissions section, selectEnablefor Administration.
- Select the checkboxes for the administration areas that the NetStaff CS user needs to access.note
- If you don't have administrator rights to all of the areas and you attempt to give administration privileges to other NetStaff CS users, the checkboxes are disabled for the areas to which you don't have access. Please contact your firm's primary NetFirm CS administrator if these rights should be enabled for your account.
- The primary NetFirm CS administrator is the person who was designated as your firm's NetFirm CS administrator on the purchase agreement.
NetClient CS allows the user to add client portals and groups and to perform all NetClient CS administration tasks, including modifying module permissions. It also enables the NetStaff CS user to view the selected client portals from within administration mode. Administrative privileges are as follows:
- If the user has access to NetClient CS administration and File Exchange, NetFirm CS will include the selected client portals in theFile Exchange Viewfield of the File Exchange screen in the user's staff portal.
- To prevent this NetStaff CS user from viewing specific client portals, mark the NetClient CS checkbox, selectSelected, mark the checkbox near the Name column heading, unmark the checkboxes for the client portals that you don't want this NetStaff CS user to access, and selectENTER. If theView Client Portalcheckbox is marked, select the wordsView Client Portal, and verify that the checkboxes are cleared for the same client portals.
- If you want the user to be able to view client portals but you don't want them to be able to add client portals and groups, refer toView Client Portal.
