We moved!
Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!
As an administrator, you can use the security features in Accounting CS to create custom security groups. Each group can have unique permission settings that are specific to a set of tasks or roles within your firm. Then, by assigning individual staff members to one or more security groups, you can restrict access to various features of the application as needed; staff members are able to access only the parts of application that are relevant to the security group(s) to which they have been assigned
Note: To access the Security Groups and Client Security Groups menu commands, you must first mark the Enable Firm Security checkbox in the Preferences tab of the Setup > Firm Information > Firm screen and then close and reopen the application.
Setting up security groups for your firm
Choose Setup > Firm Information > Security Groups. Specify a name or description for each group and mark the appropriate permission checkboxes to grant access to those features of the application for any staff members who will be assigned to that group.
Notes
- The Administrator security group cannot be changed or deleted. All firms must assign at least one staff member to the Administrator security group to ensure that all areas of the application and all client records are accessible.
- To quickly copy the security settings for an existing security group as a starting point for a new security group, choose Edit > Copy Security Group (or select that command from the right-click context menu). This action automatically copies the settings for the current group into a new group for which you can provide a description and further customize the security settings for the group as necessary.
Setting up security groups for clients using Accounting CS Client Access
Choose Setup > Firm Information > Client Security Groups. Specify a name or description for each group and mark the appropriate permission checkboxes to grant access to those features of the application for any client staff members who will be assigned to that group.
Video: Setting up a client for Accounting CS Client Access (approx. 8 minutes)
For a list of features that are available to clients when you enable Client Access for your clients, see Accounting CS Client Access features available for client use.
Fields & buttons
Was this article helpful?
Thank you for the feedback!