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Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
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.
Fields & buttons
Mark the checkbox for any of the following CSA functions for which you need to restrict user access. Only users who know and enter the master password will be able to access the setup dialog(s) related to each option.
For all CSA products
- Client passwords. Restricts ability to assign new client passwords and to use the Data Sharing features to access client data.
- Data Sharing activation. Restricts access to the Data Sharing tab on the Setup > System Configuration > Administration dialog.
- FileCabinet backup. (This option is accessible if your firm is licensed for FileCabinet CS.) Restricts access to the FileCabinet tab on the Setup > System Configuration > Administration dialog.
- Help > Repair dialog. Restricts access to all portions of the Help > Repair dialog.
For Payroll CS only
- Accruable Benefits. Restricts access to the Setup > System Configuration > Accruable Benefits dialog.
- Detail Payroll Periods. Restricts access to the Payroll Period Details dialog (from the Calculating Payroll tab of the File > Client Properties dialog).
For Payroll CS or Payroll Compliance module only
- Pay Items. Restricts access to the Setup > System Configuration > Pay Items dialog.
- Deduction Items. Restricts access to the Setup > System Configuration > Deduction Items dialog.
- Withholding Items. Restricts access to the Setup > System Configuration > Withholding Items dialog.
- Payroll Tax Information. Restricts access to the Setup > System Configuration > Payroll Tax Information dialogs - Federal, State, and Local.
- 1099 Items. Restricts access to the Setup > System Configuration > 1099 Items dialog.
- Layout Editor. Restricts access to the Setup > System Configuration > Layout Editor window - for creating or modifying either payroll or vendor check layouts or payroll forms.
- Global W-2 Processing. Restricts access to the Setup > W-2 Form Processing > Global W-2 Processing dialog - for choosing and printing W-2 forms for multiple clients.
- Global 1099 Processing. Restricts access to the Setup > 1099 Form Processing > Global 1099 Processing dialog - for choosing and printing 1099 forms for multiple clients.
- Global Payroll Tax Processing. Restricts access to the Setup > Global Tax Processing dialog - for preparing payroll forms for multiple clients.
- Status Events. Restricts access to the Setup > System Configuration > Status Events dialog - for defining global status events used to track the progress of your client processing.
- Client Status. Restricts access to the Utilities > Client Status dialog - for scheduling and logging status events for the active client and modifying global tickler settings to remind payroll clients of status events due via the Today's Ticklers tab.
For Write-Up CS or Trial Balance CS only
- Financial Statement Editor. Restricts access to the Setup > Financial Statements window.
- Global Financial Statements. Restricts user's ability to edit the global (distinct from client-specific) financial statements.
Provides a brief description of the item currently highlighted in the options pane on this dialog.
Related topics
Setting global security options
Setting up user-specific security access in CSA