Group Privileges dialog

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Groups tab of the Setup > System Configuration > Administration dialog to set up groups and customize privileges for members of each group. From the Groups tab, click the Group Privileges button to open another multi-tab dialog where you may specify the CSA privilege options.

The Groups and Staff tabs appear in the Administration dialog in place of the Security tab when Engagement CS is installed or when the Staff level security option is selected on the Firm tab of the dialog. Note also that when using staff-level security, you must define the privileges for groups from the Groups Privileges dialog, which is accessible from the Groups tab of the Administration dialog.

See also: Setting up user-specific security access in CSA

Tabbed pages in this dialog

General tab

Additional tabs on the Group Privileges dialog are available when the appropriate licenses are installed for CSA. Each tab includes checkboxes to mark the privileges that you want to specify for all members of the selected group for the selected module.

Payroll tab

Financial Reporter tab

Engagements tab

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