Security
In Accountant’s Assistant, choose Setup / Security.
Use the Security dialog to define the passwords to allow user access to
various functions within the client’s CBS program. A password may
consist of up to eight alphanumeric characters and may include spaces.
Important! Each user must have a unique password. If the
Administrator has not been set up with a unique password, the
Administrator cannot add other users. Therefore, to allow multiple users
within the client company to use CBS, you should assign a password for
the Accountant, the Administrator, and each User. If you assign
passwords to one or more users but do not assign a password to the
Accountant or Administrator classification, the user settings will not be
included with the initial setup information imported into CBS.
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Accountant’s Assistant Handbook
There are four default users set up in the Security dialog. In general, you
control the Accountant and Administrator classifications.
The Accountant has rights to all the features in CBS. If you use the
Accountant’s password while at your client’s office, you can open
any window or dialog in the CBS client modules, including those
you have restricted for the client. The default Accountant’s password
is CBS ACCT. (The password is not case sensitive.) Note that
anyone using the Administrator’s password in your client’s office
may assign passwords and specify access rights in the File / Security
window (provided that you enable the security function for the
Administrator when setting up access restrictions in the Accountant’s
Assistant Security dialog).
To completely disable and hide a feature for everyone in the client
company, simply select that option for the No One classification. No
one in the client’s office (other than you, the Accountant) will be
able to see or access that feature, whether or not they have been
assigned User rights to that feature.
You may define an unlimited number of users and associated
passwords, and you may select different features for each user. A
new user set up in CBS with access to the Security feature will be
able to set up additional users and edit their own user settings.
Important! If you set up a user in Accountant’s Assistant with the
same password as a user in CBS, the program will overwrite the user
in CBS with the user set up in Accountant’s Assistant, thereby
deleting the CBS user.
If you will be downloading CBS program updates yourself via CBS
Connect to send to the client, note that the Apply CBS updates
security option is selected by default for the Administrator. When
setting up a new CBS client, note that the Download and apply
CBS updates security option is selected by default for the
Administrator.
Client Setup in Accountant’s Assistant
Accountant’s Assistant Handbook
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