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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

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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.

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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