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Set up your client

Grant staff access to clients

As part of the security features in the application, you can grant staff access to selected clients and exclude access to others.
  1. Select
    Setup
    Clients
    Staff Access tab
    .
    note
    • A staff member with access to clients can only perform tasks assigned to the group they belong to. These group assignments are defined in the
      Security
       tab of the
      Staff
       screen.
    • Staff members who are assigned Administrator rights can't be denied access to the client and aren't available for selection (grayed) in the Staff Access Selections grid.
    • For users who have transitioned from CSA, this feature is similar to password protecting clients.
  2. Select a client from the
    Clients list
     frame then select
    Add
    ,
    Edit
    , or
    Delete
    .
  3. Select the
    Allow client access by
     option:
    All staff
     or
    Selected staff
     to enable or disable staff access to the client.

This article applies to:

  • Product: Workpapers CS