Warning
Product support for the ended on September 30, 2020.
- Write Up CS
- Payroll CS
- Engagement CS
- Client Bookkeeping Solution
- Financial Analysis CS
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
As the staff in-charge of the engagement, you can perform a one-time set up for multiple groups made up of one or more staff members of the engagement team on the Groups and Staff tabs of Setup > System Configuration > Administration dialog. Assigning individual staff members to a group or to multiple groups allows them to perform user-specific engagement tasks yet limits their access to other areas of the application.
When you launch CSA and Engagement CS for the first time, you will notice that the group is already set up by default on the Groups tab of the Setup > System Configuration > Administration dialog. You are required to set up a staff ID for yourself on the Staff tab of the Administration dialog, and then add the group to that staff ID on the Staff tab. This enables you to perform the necessary one-time system administration setup for future engagement staff members and groups.
Notes
- When opening the application for the first time, the security setting Staff level security - log of staff activity maintained is marked by default.
- The Groups and Staff tabs are available only when the Staff level security option on the Firm tab of the Administration dialog is selected (required for Engagement CS users).
- Privileges for groups must be defined from the Group Privileges dialog accessed from the Groups tab.
- When the Staff level security option is selected on the Firm tab of the Administration dialog, the Security tab becomes unavailable.
- From the CSA main window, choose Setup > System Configuration > Administration.
- On the Firm tab of the Administration dialog, enter the master password and then click the Continue button.
- Select the Staff level security option on the Firm tab.
- Click the Groups tab to open it, and then click the Add button to add a new group.
- Enter a name and description for the new group.
- Click the Group Privileges button.
- Click the Engagementtab in the Group Privileges dialog, and mark the options that you wish to enable for this group.
- Click OK to save your selections and return to the Administration dialog.
Notes
- Group privileges that are set up on the Engagement tab of the Group Privileges dialog are global privileges, and apply to all staff member(s) who are a part of that group when working in Engagement CS. However, engagement-specific privileges can be defined by the on the Staff Privileges tab of the New Engagement wizard and in the Engagement Properties dialog in Engagement CS. The staff privileges assigned at the engagement level override the global privileges that are set up in the Groups > Group Privileges dialog in CSA, and only apply to the current engagement.
- When setting up engagement users in Engagement CS, it is recommended that you mark only the Add potential journal entries checkbox and not the Add all journal entry types checkbox. This will allow the person assigned to the trial balance to change all potential journal entries entered by engagement staff members to another type of journal entry (Adjusting, Tax Adjustment, Reclassifying, or Other), as necessary.
- In the Staff tab of the Administration dialog, click the Add button.
- Enter a unique staff ID (using up to 5 alphanumeric characters). Entries in the name and SSN fields are optional.
- Enter a unique password for this staff member (using up to 15 alphanumeric characters).
- In the Member of list, mark the Groups checkbox(es) that apply to Engagement CS, and are appropriate for this staff member.
- Mark the Engagement CS User checkbox to identify this user as a staff member who uses Engagement CS. (Note that this checkbox must be marked to allow access to Engagement CS.)
- Click the Enter button to save the settings for this staff member.
- When you have finished entering staff setup information for all staff members, click the Done button.
Related topics
Assigning staff privileges in a new engagement
Setting up a master password
Administration [Setup menu, System Configuration]
CREATIVE SOLUTIONS ACCOUNTING
