CREATIVE SOLUTIONS ACCOUNTING
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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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
The Setup > System Configuration > Administration dialog enables you to perform the following tasks:
- Modify the master password and/or select an appropriate security level.
- For a firm using both the Terminal Server license and the Multi-Office licenses: Transfer configurable files from one office to another.
- Select the areas of the program for which you want to enable global- or client-level security (not used for Group setups). See Setting security options for details.
- For licensed users of FileCabinet CS: Enable automatic backups of client data to FileCabinet CS.
- Enable or disable data sharing for eligible clients between your CSA software and other CS Professional Suite software products.
- Configure settings for event tracking within the Utilities > Event Monitor dialog.
- Customize privileges for groups and assign staff members to these groups. For details, see Setting up user-specific security access in CSA.
- Choose Setup > System Configuration > Administration.
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
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