Administration > Groups tab

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

The Groups tab of the Administration dialog allows you to add new groups and their descriptions, edit existing groups and their descriptions, and delete groups.

In addition, you can designate general privileges on the General tab when you click the Group Privileges button on the Groups tab of the Administration dialog. Also, depending on what CSA modules you are licensed for, a Payroll and/or Financial Reporter tab is available on the Group Privilege dialog for you to enable or disable appropriate tasks within a specified group.

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.

Fields & buttons

Related topics

Setting up user-specific security access in CSA

Administration > Groups tab > Group Privileges

Share This