Administration [Setup menu, System Configuration]

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of Creative Solutions Accounting.

The Setup > System Configuration > Administration dialog enables you to perform the following tasks:

Note: 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: Retrieving updated license files via CS Connect

Tabbed pages in this dialog

Firm tab

Office tab

Security tab

FileCabinet tab (for licensed users of FileCabinet CS)

Data Sharing tab

Event Tracking tab

Groups tab

Staff tab

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