Client Staff > Client Access tab

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

Use this tab to grant client staff members access to the appropriate client records when using Accounting CS Client Access.

Choose Setup > Firm Information > Client Staff and click the Client Access tab.


Fields & buttons

Select a client staff ID from the Client Staff list, and then click the Edit button. In the grid, mark the checkbox for each client record for which you want that staff member to have access in Accounting CS Client Access.

Related topics

Setting up a client for Accounting CS Client Access

Security Groups screen or Client Security Groups screen

Security overview

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