Set up your firm and staff
Account creation for Licensees and Firm Delegates
Add list entries for custom fields
Assign staff members to security groups
Change or reset Workpapers CS passwords
Change the status of a staff member to inactive
Edit standard account mappings
Personalize documents with logos and signatures
Security settings available on the Accounting tab of the Security Groups screen
Security settings available on the Accounts Payable tab of the Security Groups screen
Security settings available on the Accounts Receivable tab of the Security Groups screen
Security settings available on the General > Actions menu of the Security Groups screen
Security settings available on the General > File menu of the Security Groups screen
Security settings available on the General > Setup > Clients tab of the Security Groups screen
Security settings available on the General > Setup > Custom Fields tab of the Security Groups screen
Security settings available on the General > Setup > GoFileRoom tab of the Security Groups screen
Security settings available on the Payroll > Actions menu of the Security Groups screen
Security settings available on the Payroll > File menu of the Security Groups screen
Security settings available on the Payroll > Setup > Bank Accounts tab of the Security Groups screen
Security settings available on the Payroll > Setup > Departments tab of the Security Groups screen
Security settings available on the Payroll > Setup > Payroll Items tab of the Security Groups screen
Security settings available on the Payroll > Setup > Vendors tab of the Security Groups screen
Security settings available on the Workpapers tab of the Security Groups screen