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Set up your firm and staff

Enter staff information

You can enter basic identification and contact information on the main tab.
  1. Select
    Setup
     then
    Firm Information
    , and then
    Staff
    .
  2. Select
    Add
    .
  3. Under
    Identification
    , enter the staff ID (required), Employee Identification Number (EIN) or Social Security Number (SSN), name (family name required), and title.
  4. Enter additional contact information including an address, email, and phone number.
  5. Select Open the additional contacts screen. to add extra contacts.
  6. Under NetStaff CS Access, select NetStaff CS options and mark the checkbox next to the NetStaff account for the staff member.
  7. Select the
    Security
     tab.
  8. Mark a checkbox for any security groups the staff member should be part of.
Each staff member can set up user preferences.
  1. Select
    Setup
     then
    User Preferences
    .
  2. Mark the checkboxes for the options you want to turn on.
  3. Select a screen from the
    Favorites
     dropdown to set as the screen that the application opens to.
  4. Select
    Reset
     to turn on alerts your staff member dismissed.

This article applies to:

  • Product: Workpapers CS
  • Subject: Setup, User account

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