Modify Master Password

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

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:

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

Administration > Firm tab

Setting security options

Setting up user-specific access in CSA

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