Firm Information > Client Staff

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Use this screen to enter identification and contact information for the staff members in the client's office who will be working in Accounting CS Client Access via a NetClient CS portal. In the Security tab, you can assign the client staff member to the appropriate client security group. Also, use the Client Access tab to ensure that the client staff member has access to only the appropriate companies.

Choose Setup > Firm Information > Client Staff.

To set up staff of the accounting firm, choose Setup > Firm Information > Staff.

Tabbed pages in this screen

Main tab

Security tab

Client Access tab

Custom Fields tab

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