Engagement Properties > Staff Privileges tab

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The staff in charge of the engagement has the ability to assign staff privileges to selected staff members on the engagement team directly on Workpaper Assignments tab of the Engagement Properties dialog. The staff IDs listed in the upper pane have been previously selected on the Staff Assignments tab of the Engagement Properties dialog. The Staff Privileges listed in the lower portion of this tab are tasks that you can mark for the selected staff member(s) assigned to the current engagement.

Choose File > Engagement Properties to open the Engagement properties dialog, and then click the Staff Privileges tab.

A staff member accessing the Local Client Data (LCD) can update only signoff information. Those Staff Member(s) who are working in the field can only view tabs in the Engagement Properties dialog. (Depending on the privileges that are assigned to the staff member(s), some tabs may not be available even for viewing.)


  • The information that appears on this tab was entered in the New Engagement wizard during the setup of the engagement.
  • When setting up engagement users in Engagement CS, it is recommended that you mark only the Add potential journal entries checkbox and not the Add all journal entry types checkbox. This will allow the person assigned to the trial balance to change all potential journal entries entered by engagement staff members to another type of journal entry (Adjusting, Tax Adjustment, Reclassifying, or Other), as necessary.
  • The global privileges that have been previously set up on the Groups tab of the Setup > System Configuration > Administration dialog in CSA are the ones that automatically fill in when the Staff Privileges tab is selected.(See Setting up group and staff privileges for users of Engagement CS.)
  • All privileges that have been set up globally in CSA for staff members appear by default on the Staff Privileges tab of the Workpaper Assignment page. These options are overridden by any changes that you make on the Staff Privileges tab at the engagement level.

Fields & buttons

Related topics

Engagement Properties [File menu]

Assigning workpapers in a new engagement

Share This