Administration > Security 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.

To modify or view the current security settings, choose Setup > System Configuration > Administration, and then click the Security tab. You will need to enter the master password on the Firm tab of the Administration dialog in order to view or change the security options.

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. For more details, see Setting up user-specific security access in CSA.

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Related topics

Setting global security options

Setting up user-specific security access in CSA

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