Security [Setup menu]

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Important reminder!

Product support for Engagement CS is ending on September 30, 2020. See Engagement CS license expiration 2020 - frequently asked questions for more information.

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS permanently expired on March 1, 2017.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

Use the Security dialog to define unlimited passwords permitting user access (including the four default users) to various features in CBS. A password may consist of up to eight alphanumeric characters and may include spaces.

From the Accountant's Assistant main window, choose Setup > Security.

Special information

There are four default users set up in the Security dialog. In general, you control the Accountant and Administrator classifications. You cannot delete any of the four default users.

If you set up a user in Accountant's Assistant with the same password as a user in CBS, the application will overwrite the user in CBS with the user set up in Accountant's Assistant, thereby deleting the CBS user.

Tabbed pages in this window

CheckWriter tab

PayCheck tab

Accounts Payable tab

Accounts Receivable tab

Financial Statements tab

Direct Deposit tab

Checkbook tab

Fields & buttons

Related topics

CBS security settings available for selection from Accountant's Assistant

Overview of CBS client setup in Accountant's Assistant

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