Accountant's Assistant Handbook

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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Client Setup in Accountant’s Assistant 
 
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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.  
ƒ 
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).  
ƒ 
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. 
ƒ 
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. 
ƒ 
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.  

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Client Setup in Accountant’s Assistant 
Accountant’s Assistant Handbook 
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