Creating and managing CS Web accounts

Alerts and notices
Leave feedback

Internal Employees: Submit feedback

Contact information (optional):

Leave this blank:

Please tell us how we can make this information more helpful.


Characters left:

Important! If your firm is licensed for NetClient CS and/or NetStaff CS, a CS Web account is only required to log in to our website. Each staff member who uses your CS Professional suite applications needs a NetStaff CS account to access those applications, whether they are accessing applications via Virtual Office CS / Software as a Service or via installation on a PC or network. For more information, see Adding NetStaff CS user portals.

If your firm is not licensed for NetClient and/or NetStaff, a CS Web account with at least Software Only permissions is required for all staff members who need to access your CS Professional Suite desktop software. For additional information about the available permission levels, see CS Web account permission levels. To add a new contact for your firm and to review or change the permissions for an existing CS Web account, Admin permissions are required. 

Each staff member must have their own unique, accessible email address to create their CS Web account. That staff member's email address is used to complete the registration process for their CS Web account.

New account creation and registration

Creating a new CS Web account

Review the Manage Accounts page of our website to ensure staff that need access to your CS Professional suite desktop applications have a CS Web account created. You will need to create new accounts for your staff who do not already have one. To do so, as the CS Web administrator, complete the following steps.

Note: If no staff members have Admin permissions assigned to their CS Web account, the licensee will need to create a CS Web account. Once they create their account, Admin permissions are automatically assigned.

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Accounts link in the My Firm section to open the Manage Accounts page. Show me.
  3. For staff not listed, click the Add Contact button to create their CS Web accounts. Show me.
    Add Contacts
  4. Enter their contact information and mark the desired permission level, and click Save and return to List to complete the account creation. Show me.
    Save and return to list

Once you create a new CS Web account for your staff, they will receive a registration email and will need to complete the steps for registering a new CS Web account before accessing your CS Professional Suite applications.

Registering a new CS Web account

If your CS Web administrator has created a new CS Web account for you, you will need to register it and create your password before your can use it to access your desktop applications or our website. Complete the following steps to do so.

Note: If you already have an existing CS Web account, you do not need to complete this step. To access CS Professional Suite desktop applications with your CS Web account your CS Web administrator must assign permissions that include software access to your account. If a permissions upgrade is required, you may need to log in to your CS Web account once after the upgrade before using it to access your CS Professional Suite applications. 

  1. A registration link was sent via email to the address used to create your account. In that message, click the Register link to initiate the registration process. Show me.

    Note: To ensure uninterrupted delivery, please add subscriptions@cs.thomson.com to your address book.

  2. Verify that the name and email listed in the Account Information section are correct.
  3. Enter the password you would like to use for your account in the New Password and Confirm Password fields, then click Register Me. Show me.
  4. On the confirmation screen, click the cs.thomsonreuters.com link to log in to your CS Web account. Show me.
    Success

Managing existing CS Web accounts

Reviewing and updating permissions 

Review the Manage Accounts page of our website to ensure staff that need access to your CS Professional suite desktop applications have the correct permissions assigned to their existing CS Web account. In order to access your CS Professional Suite desktop applications a CS Web account with software permissions included is required. For more information about the available CS Web account permission levels, see CS Web account permission levels.

You will need to update the permissions for your staff who do not already software access included with their CS Web account. To do so, as the CS Web administrator, complete the following steps.

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Accounts link in the My Firm section to open the Manage Accounts page. Show me.
  3. On the Manage Accounts page, scroll down to the staff member whose permissions you wish to update and click Modify.
  4. Scroll down to the Permissions section, which lists the following permission levels.
    • Admin 
    • Web & CS Professional Suite Desktop Software
    • Software Only
    • Web Only
  5. Click the option for the desired permission level that you want to assign to the selected user. All staff members who need to access your CS Professional Suite applications must have at least Software Only permissions.
  6. Click Save & Return to List. A confirmation email will be sent to your staff's email account alerting them that their CS Web account permissions have been changed.

Note: In order to assign permissions, a position and unique email address must be assigned to the CS Web account. If the Position field is marked Not Specified, select the appropriate position from the drop-down menu.

Modifying staff contact information

If a staff member's contact information has changed, such as their name or email address information, you may wish to update their CS Web account. To do so, you or your staff member needs to update their CS Web account profile information. For details, see Changing your CS Web account information.

Deleting existing accounts

If a staff member should no longer have access to our website or your CS Professional Suite applications, you may wish to delete their CS Web account. To do so, as the CS Web administrator, complete the following steps:

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Accounts link in the My Firm section to open the Manage Accounts page. Show me.
    Manage Accounts link
  3. Mark the listed staff member's CS Web accounts you wish to delete and click the Delete Selected button to complete your changes. Show me.
    Delete Selected

Note: If a CS Web account has CPE credits associated with it, CPE certificates are no longer available after you delete the account.

Manage Roles

As the CS Web administrator, to change the Shipping, Mailing, or Billing contact assigned for your firm complete the following steps:

  1. Visit the My Account page on our website and log in to your CS Web account.
  2. Click the Manage Roles link in the My Firm section to open the Manage Roles page. Show me.
  3. Select the desired staff member's name from the drop down menu. Click Save & REturn to List to complete your changes. If their name is not listed you will need to create their CS Web account before you can assign a role. Show me.
    Manage roles page

Related topics

CS Professional Suite application security overview

Logging in to CS Professional Suite applications

Resetting a forgotten CS Web account password

Troubleshooting CS Web or application login errors

Share This