Setting up groups and staff in CSA

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Before creating an engagement in Engagement CS you must set up at least one staff member ID on the Staff tab of the Administration dialog, and then add the Administrators group to that staff ID on the Staff tab. This enables you to perform the necessary global setup (open, add, edit, and delete) for future engagement staff members and groups.

Return to Working in Engagement CS: Overview

Related topic: Setting up group and staff privileges for users of Engagement CS

Share This