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Product support for the Creative Solutions Accounting platform ended on September 30, 2020.

Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.

Use the Security dialog to define unlimited passwords permitting user access (including the four default users) to various features in CBS. A password may consist of up to eight alphanumeric characters and may include spaces.

From the Accountant's Assistant main window, choose Setup > Security.

Special information

There are four default users set up in the Security dialog. In general, you control the Accountant and Administrator classifications. You cannot delete any of the four default users.

• The Accountant has rights to all the features in CBS. If you use the Accountant's password while at your client's office, you can open any window or dialog in the CBS client modules, including those you have restricted for the client. The default Accountant's password is CBS ACCT. Note that anyone using the Administrator's password in your client's office may assign passwords and specify access rights in the File > Security window (provided that you enable the security function for the Administrator when setting up access restrictions in the Accountant's Assistant Security dialog).
• To completely disable and hide a feature for everyone in the client company, simply select that option for the No One classification. No one in the client's office (other than you, the Accountant) will be able to see or access that feature, whether or not they have been assigned User rights to that feature.
• You may define an unlimited number of users and associated passwords, and you may select different features for each user. A new user set up in CBS with access to the Security feature will be able to set up additional users and edit their own user settings.
• The four default users (Accountant, Administrator, User, and No One) automatically transfer to CBS when you select the Security feature in the Tasks > Generate dialog. You should make sure they are set up correctly before generating Transfer Files. Setting up security information for a CBS client

Tabbed pages in this window

CheckWriter tab

PayCheck tab

Accounts Payable tab

Accounts Receivable tab

Financial Statements tab

Direct Deposit tab

Checkbook tab

Fields & buttons

List pane

Related topics

CBS security settings available for selection from Accountant's Assistant

Overview of CBS client setup in Accountant's Assistant

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