Administration > Groups tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017. CSA will not include 2017 tax rates or payroll forms, so, for 2017 and beyond, you will need to process payroll in another application. We recommend Accounting CS Payroll and myPay Solutions. For more information, see the following topics.

The Groups tab of the Administration dialog allows you to add new groups and their descriptions, edit existing groups and their descriptions, and delete groups.

In addition, you can designate general privileges on the General tab when you click the Group Privileges button on the Groups tab of the Administration dialog. Also, depending on what CSA modules you are licensed for, a Payroll and/or Financial Reporter tab is available on the Group Privilege dialog for you to enable or disable appropriate tasks within a specified group.

The Groups and Staff tabs appear in the Administration dialog in place of the Security tab when Engagement CS is installed or when the Staff level security option is selected on the Firm tab of the dialog. Note also that when using staff-level security, you must define the privileges for groups from the Groups Privileges dialog, which is accessible from the Groups tab of the Administration dialog.

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Related topics

Setting up user-specific security access in CSA

Administration > Groups tab > Group Privileges

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