Setting up user-specific security access in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

You can set up multiple groups made up of one or more staff members on the Groups and Staff tabs of Setup > System Configuration > Administration dialog. Assigning individual staff members to a group or to multiple groups allows them to perform user-specific tasks yet limits their access to other areas of the program.

The Groups and Staff tabs are available only when the Staff level security option on the Firm tab of the Administration dialog is selected. (Note, however, that when this option is selected the Security tab is unavailable and privileges for groups must be defined from the Groups Privileges dialog, accessible from the Groups tab.)

To set up group privileges

  1. From the CSA main window, choose Setup > System Configuration > Administration.
  2. On the Firm tab of the Administration dialog, enter the master password and then click the Continue button.
  3. Select the Staff level security option on the Firm tab.
  4. Click the Groups tab to open it, and then click the Add button to add a new group.
  5. Enter a name and description for the new group.
  6. Click the Group Privileges button.
  7. On each tab of the Group Privileges dialog, mark the options that you want to enable for this group.
  8. Click OK to save your selections and return to the Administration dialog.

To set up staff privileges

  1. In the Staff tab of the Administration dialog, click the Add button.
  2. Enter a unique staff ID (using up to 5 alphanumeric characters). Entries in the name and SSN fields are optional.
  3. Enter a unique password for this staff member (using up to 15 alphanumeric characters).
  4. In the Member of list, mark the Groups checkbox(es) as appropriate for this staff member.
  5. Click the Enter button to save the settings for this staff member.
  6. When you have finished entering staff setup information for all staff members, click the Done button.

Related topics

Setting up a master password

Administration [Setup menu, System Configuration]

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