You can assign NetStaff CS users to groups, and give the groups access to modules.

1. If you haven’t already done so, add a NetStaff CS group.
2. In the Admin tab of the navigation pane, click the Groups link in the NetStaff CS section.

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

3. In the Groups list, enter any part of the group name in the Find field and click the group name. NetFirm CS displays the group’s information on the right.

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

4. In the Permissions section, you can enable modules, disable modules, and modify module permissions. A permissions dialog opens when you click the Enable or Disable button. Click the name of a module below to learn about its permissions.

   Note: The Account Aggregation module and the Staff Availability module do not have permissions dialogs. NetStaff CS users determine the content of these modules.

   Document Presentation

   NetFirm CS lists all of the drawers that were designated as contributors to NetClient CS the last time your firm placed a call to CS Connect. To view detailed information about how the drawer list is determined, see Document Presentation administration.

   Do one of the following.

   Option	Steps
   Give the group access to Document Presentation files in all drawers	Click the All Drawers button. Click Enter.
   Modify the group’s access to Document Presentation drawers	Under the Access Permissions heading, click the Selected button. Mark the checkboxes for the drawers that contain Document Presentation files that members of the group need to access, and clear the checkboxes for drawers that contain files that group members no longer need to access. Click Enter.

   File Exchange

   1. Mark the checkbox for each folder that contains files that members of the group need to access, and clear the checkbox for each folder that contains files that group members no longer need to access.
   2. Click Enter.

   Links

   1. Mark the Read checkbox for any private Links module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.

      Note: Each user must create his own links in any private Links module. As a result, NetFirm CS marks and grays the Edit checkbox when you mark the Read checkbox for a private Links module.

   2. Mark the Edit checkbox for any public Links module that members of this group will be responsible for updating.

      Note: The Edit checkbox is available only after you mark the adjacent Read checkbox.

   3. Click Enter.

   News

   1. Mark the Read checkbox for any module that members of the group need to access, and clear the checkbox for any module that group members no longer need to access.
   2. Mark the Edit checkbox for any News module that members of this group will be responsible for updating.

      Note: The Edit checkbox is available only when the adjacent Read checkbox is marked.

   3. Click Enter.

   Virtual Office CS or SaaS

   1. In the Applications list, mark the checkboxes for the applications that members of this group will access through Virtual Office CS or SaaS, and clear the checkboxes for the applications that group members no longer need to access.
   2. Click Enter.

Related topic: NetStaff CS groups overview

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