Setting up group and staff privileges for users of Engagement CS

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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. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

As the staff in-charge of the engagement, you can perform a one-time set up for multiple groups made up of one or more staff members of the engagement team 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 engagement tasks yet limits their access to other areas of the application.

Related topics

Assigning staff privileges in a new engagement

Setting up a master password

Administration [Setup menu, System Configuration]

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