Client Staff > Client Access tab

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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.

Notes

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

Top of page

Share This