Clients > Staff Access tab

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Change to CS Support service hours

Our Support department is closed on Friday, April 28th for a company event. However, limited Workpapers CS phone support is available on that date from 9 AM - 5 PM ET.

As part of the security features in the application, you can grant staff access to selected clients and exclude access to others.

Choose Setup > Clients and click the Staff Access tab.

Notes

  • A staff member who has been granted access to client(s) can only perform those tasks that have been assigned to the group in which they belong. These group assignments are defined in the Security tab of the Setup > Staff screen.
  • Staff members who are assigned Administrator privileges cannot be denied access to the client and are made unavailable for selection (grayed) in the Staff Access Selections grid.
  • For users who have transitioned from CSA, this feature is similar to password protecting clients.

See also: Security overview

Fields & buttons

Choose a client from the Clients list frame and click the Add, Edit, or Delete button.

Select the All staff or Selected staff option to enable/disable staff access to the client.

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Related topics

Setting up firm preferences

Assigning staff to security groups

Setting up staff information

Adding and deleting security groups

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