The primary NetFirm CS administrator is the person who was designated as your firm’s NetFirm CS administrator on the purchase agreement.
To give NetStaff CS users administrative privileges that allow them full access to all areas or to selected areas of NetFirm CS administration, follow these steps.
- In the Admin tab of the navigation pane, click the Users link in the NetStaff CS section.
Note: If you don’t see this link, you don’t have access to this area.
- In the Users list, enter any part of the user’s name or login in the Find field, and then click the user’s name.
Tip: Delete the entry from the Find field to view the full list of users.
- In the Permissions section, click the Enable button for Administration.
- Mark the checkboxes for the administration areas that the NetStaff CS user needs to access.
Note: If you don’t have administrator rights to all of the areas below and you attempt to give administration privileges to other NetStaff CS users, the checkboxes are disabled for the areas to which you don’t have access. Please contact your firm’s primary NetFirm CS administrator if these rights should be enabled for your account.
Area Description Notes NetClient CS
Allows the user to add client portals and groups and to perform all NetClient CS administration tasks, including modifying module permissions.
Also enables the NetStaff CS user to view the selected client portals from within administration mode.
- If the user has access to NetClient CS administration and File Exchange, NetFirm CS will include the selected client portals in the File Exchange View field of the File Exchange screen in the user’s staff portal.
- To prevent this NetStaff CS user from viewing specific client portals, mark the NetClient CS checkbox, click the Selected button under the Access Permissions heading, mark the checkbox to the left of the Name column heading, unmark the checkboxes for the client portals that you don’t want this NetStaff CS user to access, and click ENTER. If the View Client Portal checkbox is marked, click the words "View Client Portal," and verify that the checkboxes are cleared for the same client portals.
- If you want the user to be able to view client portals but you don’t want them to be able to add client portals and groups, see the View Client Portal row below.
NetStaff CS Allows the user to perform all NetStaff CS administration tasks, including adding staff portals and groups. Also allows the user to modify module permissions for staff portals, including giving other NetStaff CS users access to areas of NetFirm CS administration. Utilities
Allows the user to change the appearance of portals, clean up Document Presentation and payroll files, set up notification messages, view reports, restore data to applications run through Virtual Office CS, and more.
To give the user access to only selected Utilities features, click the Selected button under the Access Permissions heading, mark the checkboxes for the appropriate features, and click ENTER.
View Client Portal
Allows the user to view all or selected client portals.
To give the user access to selected client portals, click the Selected button under the Access Permission heading, mark the checkboxes for the appropriate client portals, and click ENTER.
If a firm administrator gives a NetStaff CS user access to the View Client Portal area but not to the NetClient CS area, the client identification information is read only, the Settings and Permissions sections are hidden, and the buttons for adding and deleting users are disabled. Web Builder CS Adds a Web Builder CS button to the navigation pane. Through this button, the user can access Web Builder CS administration and maintain your firm’s website. The Web Builder CS checkbox is present only if your firm is licensed for classic Web Builder CS. Web Employee/ESS
Allows the user to view lists of all or selected Employee Self-Service or Web Employee clients and their users. Also allows the user to view the check stubs and W-2s that your firm has sent to Employee Self-Service or Web Employee portals for those clients’ users. If your firm is licensed for Accounting CS Payroll, the user can also view the Forms 1099-MISC (for independent contractors) that your firm has sent to Employee Self-Service.
To allow this user to manually link Employee Self-Service or Web Employee to NetClient CS or NetStaff CS portals, you must give this user access to Web Employee/ESS administration, to NetStaff CS administration, and to NetClient CS administration for all (not selected) NetClient CS users.
- If you marked the NetClient CS checkbox but the NetStaff CS user should not have access to all client portals, highlight NetClient CS in the list on the left, click the Selected button under the Access Permissions heading, and mark the checkboxes for the client portals that the user needs to access.
- Click Enter.
The next time the staff member logs in to his portal, he will have access to the administration areas that you enabled.