Assigning staff privileges in a new engagement

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:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Assign staff privileges to staff members in the New Engagement wizard (New Engagement - Staff Privileges). The Employee IDs listed in the upper pane are those that have been selected on the Workpaper Assignment page of the wizard. The Staff Privileges tab on the lower portion of this page of the New Engagement wizard lists the tasks that you can choose for an individual staff member of the engagement.

Any privileges selected on this tab will override the global settings that were selected the Groups tab of the Setup > System Configuration > Administration dialog. (See Setting up group and staff privileges for users of Engagement CS.)

  1. Highlight the Employee ID in the upper pane of the Workpaper Assignment page of the New Engagement wizard.
  2. Mark the appropriate privileges that you wish to assign to the selected staff member(s) for the current engagement.
  3. Click the Finish button to save the settings defined in the New Engagement wizard when you have completed setting up the engagement.
Notes
  • The global privileges that have been previously set up on the Groups tab of the Setup > System Configuration > Administration dialog in CSA are the ones that automatically fill in when the Staff Privileges tab is selected. (See Setting up group and staff privileges for users of Engagement CS.)
  • All privileges that have been set up globally in CSA for staff members belonging to more than one group appear by default on the Staff Privileges tab of the Workpaper Assignment page. These options are overridden by any changes that you make on the Staff Privileges tab at the engagement level.

Related topics

Adding a new engagement

Setting up properties for a new engagement

Assigning staff to a new engagement

Assigning workpapers in a new engagement

Share This