Modifying a NetStaff CS user’s access to applications through Software as a Service

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If your firm licenses CS Professional Suite applications through Software as a Service (SaaS), you give NetStaff CS users access to applications through profiles. (See tax.thomsonreuters.com for information about SaaS profiles.)

  1. In the Admin tab of the navigation pane, click the Users link in the NetStaff CS section.

    Note: If you don’t see this link, you don’t have access to this area.

  2. In the Users list, enter any part of the user’s name or login in the Find field to locate the user and click the user’s name. The information for the user displays on the right.

    Tip: Delete the entry from the Find field to view the full list of the clients.

    To enable Mobile CS Link for a NetStaff CS user who already has access to a SaaS profile, click the Disable button for Software As A Service before continuing with this procedure.

  3. In the Permissions section, click the Enable button for Software As A Service.
  4. In the Profiles list, click the option for the appropriate SaaS profile.
  5. Click Enter.

The next time the NetStaff CS user logs in to his portal, he will have access to the applications that are available through the profile you selected.

Note: If this NetStaff CS user is responsible for creating "datasets" that enable NetStaff CS users to view Practice CS data through the Mobile CS app on their Apple iOS mobile devices, he can now create the datasets. For detailed information about creating datasets, see the "Setting Up and Using Mobile CS" chapter of the Mobile CS Getting Started guide.

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