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Set up your firm and staff

Add a security group

You can assign permissions to a group of staff or clients with security groups. You'll need to turn on firm security before you add security groups
  1. Select
    Setup
    ,
    Firm Information
    , then
    Security Groups
    .
  2. Select
    Add
    .
  3. Enter a name for the group in the
    Description
     field.
  4. Go through each tab in the Security Group Information section and mark the permissions for this security group.
  5. Select
    Enter
    .
Your staff members receive any permissions assigned to them, even if they belong to more than one security group. This means that if a staff member has print report permissions in 1 group, but not in another, they'll still have print report permission.

This article applies to:

  • Product: Workpapers CS
  • Subject: Clients, Setup