Administration > Staff tab

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Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

On the Staff tab of the Setup > System Configuration > Administration dialog you can add, edit, or delete existing staff records. You may also choose to set up a password for each staff member; to launch the CSA program, the user must then enter the appropriate password after entering his or her Staff ID.

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: Setting up user-specific security access in CSA

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