Assign client staff members to a NetStaff CS account

You can use the

NetStaff User Account

screen to associate client staff members to a NetStaff CS account.

Select Setup
then Firm Information
.

Select Client Staff
.

Select the ellipsis button next to the Account
field in the NetStaff CS Access section in the Main tab
.

To associate the client staff to a NetStaff CS account, mark the checkbox next to the client staff ID in the Login ID
column.

This article applies to: