Setting global security options

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the following procedure to restrict access to specified areas or functions of your Creative Solutions Accounting software when the Global and client-level security option has been selected for your firm (on the Firm tab of the Setup > System Configuration > Administration dialog).

  1. Choose Setup > System Configuration > Administration to open the Administration dialog.
  2. On the Firm tab of the Administration dialog, enter the master password you specified during installation and then click the Continue button.
  3. Click the Security tab.
  4. Mark the checkbox for any program functions for which you want to restrict user access. Only users who know and enter the master password will be able to open the restricted areas of the program. When you highlight an option by clicking it, a brief explanation of that option appears in the description box of the Security dialog.
  5. Click the Done button to save the changes and close the dialog.

The Groups and Staff tabs appear in the Administration dialog in place of the Security tab when Engagement CS is installed or when the Staff-level security option is selected on the Firm tab of the dialog. Note also that when using staff-level security, you must define the privileges for groups from the Groups Privileges dialog (accessible from the Groups tab of the Administration dialog). For more details, see Setting up user-specific security access in CSA.

See also: Setting up a master password

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