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After first setting up security groups for your firm (in the in the Setup > Firm Information > Security Groups screen), use the Security tab of the Staff screen to assign staff members to the appropriate security groups.
Choose Setup > Firm Information > Staff and click the Security tab.
Note: As a one-time initial step, you must first mark the Enable firm security checkbox in the Setup > Firm Information > Firm > Preferences tab to enable firm security. If the checkbox is not marked, the Security tab on Setup > Firm Information > Staff tab is unavailable.
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