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Set up your firm and staff

Turn on security groups

Enabling firm security groups requires users to enter a password to open the application database. Staff administrators can also specify security privileges for staff groups to access certain areas of the application. You have to turn on security groups before creating them. Follow these steps to turn on security groups.
note
  • If you turn on firm security, you can't turn it off. It's a one-way process that can't be undone.
  • Workpapers needs firm security turned on. You may get an error message if you try to use Workpapers without security turned on.
  1. Select
    Setup
    ,
    Firm Information
    , and then
    Firm
    .
  2. Select the
    Preferences
     tab.
  3. Mark the
    Enable firm security
     checkbox.
  4. Close and reopen the application.
  5. Enter your
    Staff ID
    , but don't enter a password.
  6. Select
    OK
    .
  7. Enter a new password and select
    OK
    .
note
All staff belong to the Administrators group when you turn security on. Add additional groups to customize permissions for your staff members.

This article applies to:

  • Product: Workpapers CS
  • Subject: Account grouping,Setup,User account