Turn on security groups

You may need to remove a trial license for Workpapers CS.
  1. Select
    Help
    then
    About
    .
  2. If the list includes a trial license for Workpapers, select
    Trial Licenses
    .
  3. Clear the
    Workpapers CS
    checkbox then select
    OK
    .
Enabling firm security groups requires users to enter a password to open the application database. Staff administrators can also specify security privileges for staff groups to access certain areas of the application. You have to turn on security groups before creating them. Follow these steps to turn on security groups.
  1. Select
    Setup
    ,
    Firm Information
    , and then
    Firm
    .
  2. Select the
    Preferences
    tab.
  3. Mark the
    Enable firm security
    checkbox.
  4. Close and reopen the application.
  5. Enter your
    Staff ID
    , but don't enter a password.
  6. Select
    OK
    .
  7. Enter a new password and select
    OK
    .

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