Client Staff > Security 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 the Security tab to assign staff members who use Accounting CS Client Access in the client's office to the appropriate client security groups, enabling access to only those areas of the application that are selected for that group. You can define privileges for each security group in the Setup > Firm Information > Client Security Groups screen.

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


Fields & buttons

Select a staff ID to specify appropriate security groups for that staff member.

Mark or clear the checkboxes to include or exclude the selected staff from the security groups.

View the privileges that have been assigned to the security group for each of the available tabs. You cannot modify the settings in these tabs. You can modify the privilege selections for a security group in the Setup > Firm Information > Client Security Groups screen.

Related topics

Setting up staff information

Setting up security groups

Assigning staff to security groups

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