Modify NetStaff CS user access to modules
To enable or disable modules for NetStaff CS users, follow these steps.
note
When you create staff portals, all modules are disabled by default.
- In the Admin tab of the navigation pane, selectUsersin the NetStaff CS section.
- Select the user in the Users list.noteTo search for a user, enter their first name, last name, or login in theFindfield at the top of the Users list. You can also select a column in the Users list to sort the list.
- In the Permissions section of the Users screen, selectEnableto enable any missing modules for the NetStaff CS user. SelectDisablefor any modules that the NetStaff CS user no longer needs to access.note
- The names of modules that incur monthly fees are preceded by dollar signs.
- You can't disable a module that the user can access based on their group membership. To prevent the user from accessing the module, you must remove the user from the group that has access to the module or disable the group's access to the module.
- For most modules, a permissions dialog opens when you selectEnable. Select the name of the module to learn about the permissions settings.noteThe Account Aggregation module and the Staff Availability module don't have permissions dialogs. NetStaff CS users determine the content of these modules.
- Administration
- Document Presentation
- File Exchange
- Links
- News
- Software as a Service: includes access to CS Professional Suite applications and Microsoft Office applications through SaaS profiles
- Virtual Client Office (RN): includes QuickBooks and Microsoft Office applications
- SelectEnter.
