CREATIVE SOLUTIONS ACCOUNTING
Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
By default, all Creative Solutions Accounting users are able to access all windows and dialogs in the application. However, you may restrict access to certain areas of the application by defining a master password and then marking areas to restrict on the Security tab or the Groups tab of the Setup > System Configuration > Administration dialog.
Special information
Entering a master password on the Firm tab allows you to select one of the following security levels:
- Master Password required to change security level only (Default setting for new users)
- Global and client level security
- Staff level security
To modify the master password, click the Modify button on the Firms tab to open the Master Password dialog and change the master password.
The master password and the Security settings that are user-defined on the Groups tab and Security tab of the Setup > System Configuration > Administration dialog are intended to limit access to sensitive client information. However, client passwords can be assigned either from the File > New Client dialog or from the File > Client Properties dialog. In addition, one of the options in the Security dialog enables a master password user to restrict others' ability to assign new client passwords.
Fields & buttons
Related topics
Setting up user-specific access in CSA
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