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Error: The number of Workpapers CS users has exceeded the licensed amount

Scenario

You may get the following error message when opening the application.
Error message
The number of Workpapers CS users has exceeded the licensed amount. The number of current Workpapers CS users is determined by the number of staff assigned to a security group that has access to a Workpapers CS feature. Verify that staff are members of the correct security groups and that security groups are set up correctly. Some features will not be available until this conflict is addressed.

Solution 1: Check security group setup

By default, the application has the Administrator security group, granting all staff members access to all screens and all clients. You can set up additional security groups for the roles that your staff members have, so they have access to the areas of the application they need, and don't see the areas they don't need.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Security Groups
    .
  2. Select
    Add
     or
    Edit
    .
  3. Select the Workpapers tab for each of the security groups. If the top checkbox is marked or filled in, that security group allows access to Workpapers CS features.

Solution 2: Check staff setup

Staff members who are assigned to a security group with access to Workpapers features (see "Verify security group setup" above) are counted against the number of units you are licensed for (including a trial license). Use the following steps to see which security groups your staff members are assigned to.
  1. Select
    Setup
    ,
    Firm Information
    , then
    Staff
    .
  2. Select the
    Security
     tab.
  3. Make sure the proper groups are marked in the Member of groups section.

Turn off trial licenses

If you aren't licensed for Workpapers, you may have the trial license turned on. Use the following steps to turn off the trial license for Workpapers and prevent this message from being displayed.
  1. Select
    Help
    , then
    About
    .
  2. Select
    Trial Licenses
    .
  3. Clear the
    Workpapers CS
     checkbox.

This article applies to:

  • Product: Workpapers CS
  • Subject: Engagements, Workpapers