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.

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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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