Modifying a NetClient CS group’s access to modules

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You can assign NetClient CS users to groups, and give the groups access to File Exchange folders, Links modules, and News modules.

Note: Your firm’s primary NetFirm CS administrator and NetStaff CS users who have access to File Exchange and to the NetClient CS administration screen can view files that are in NetClient CS users’ shared and personal File Exchange folders.

To modify a NetClient CS group’s access to modules, follow these steps.

  1. In the Admin tab of the navigation pane, click the Groups link in the NetClient CS section.

    Note: If you don’t see this link, you don’t have access to this area.

  2. If you haven’t already done so, add a NetClient CS group.
  3. In the Groups list, enter any part of the group name in the Find field and click the group name. NetFirm CS displays the group’s information on the right.

    Tip: Delete the entry from the Find field to view the full list of groups.

  4. In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you click the Enable or Disable button. Click the name of a module below to learn about its permissions.

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