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Set up your firm and staff

Add a security group

You can assign permissions to a group of staff or clients with security groups. You'll need to turn on firm security before you add security groups
note
The Administrator security group can't be changed or deleted. You must have at least 1 staff member assigned to the Administrator security group to ensure that all areas of the application and all client records are accessible.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Security Groups
    .
  2. Select
    Add
    .
    tip
    You can choose
    Edit
    Copy Security Group
     to quickly copy the security settings for an existing security group as a starting point for a new security group.
  3. Enter a name for the group in the
    Description
     field.
  4. Go through each tab in the Security Group Information section and mark the permissions for this security group.
  5. Select
    Enter
    .
Your staff members receive any permissions assigned to them, even if they belong to more than one security group. This means that if a staff member has print report permissions in 1 group, but not in another, they'll still have print report permission.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients,Setup