Security Groups screen or Client Security Groups screen

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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.

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.


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

To create a new security group, click the Add button and enter a name in the Description field.

  • General tab. Mark the checkboxes next to the appropriate menus and commands in the tree view to enable access to general areas of the application for staff members assigned to that group.
  • Payroll tab. Mark the checkboxes next to the appropriate menus and commands in the tree view to enable access to payroll-specific areas of the application for staff members assigned to that group.
  • Accounting tab. Mark the checkboxes next to the appropriate menus and commands in the tree view to enable access to accounting-specific areas of the application for staff members assigned to that group.
  • Accounts Payable tab. Mark the checkboxes next to the appropriate menus and commands in the tree view to enable access to accounts payable-specific areas of the application for staff members assigned to that group.
  • Accounts Receivable tab. Mark the checkboxes next to the appropriate menus and commands in the tree view to enable access to accounts receivable-specific areas of the application for staff members assigned to that group.
  • Workpapers tab. Mark the checkboxes next to the appropriate menus and commands in the tree view to enable access to workpapers-specific areas of the application for staff members assigned to that group.
  • Reports tab. Mark the checkboxes next to the appropriate reports in the tree view to enable access to modify and print those reports for staff members assigned to that group.

Related topics

Security overview

Setting up firm preferences

Assigning staff to security groups

Working with staff information

Adding and deleting security groups

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