Setting up groups and staff in CSA

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

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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

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