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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

To modify or view the current security settings, choose Setup > System Configuration > Administration, and then click the Security tab. You will need to enter the master password on the Firm tab of the Administration dialog in order to view or change the security options.

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. For more details, see Setting up user-specific security access in CSA.

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Related topics

Setting global security options

Setting up user-specific security access in CSA

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