Staff > Security tab

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Accounting CS phone support is available on that date from 9 AM - 5 PM ET due to the approaching deadline for quarterly payroll tax forms.

Links to our most popular payroll tax processing topics are available in the Alerts and notices section on the right side of most pages.

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.

Fields & buttons

Mark or clear the checkboxes to include or exclude the selected staff from the groups.

Staff members can be assigned to more than one security group. The group with the highest security privileges overrides the groups with less privileges, so that all privileges are combined for a staff member assigned to more than one group in the application.

View the privileges that have been assigned to the group for each of the available tabs. You cannot modify the settings in these tabs. You can modify the privilege selections for a security group in the Setup > Firm Information > Security Groups screen.

An administrator or staff with appropriate privileges can click the Reset Password button to automatically prompt the selected staff member to change their password the next time they open the application.

Related topics

Setting up staff information

Setting up security groups

Assigning staff to security groups

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