Accountant's Assistant Handbook



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0Accountant's Assistant Handbook

Module-specific security 
To set security options for a specific CBS module, click the appropriate 
tab in the Security dialog. Then you can either edit the settings for an 
existing user or add a new user to the list. For more information on 
editing or adding a user’s Security settings, search on Security [Setup 
menu] (Accountant’s Assistant) from the index in the CSA help 
browser, and then select the topic called Security [Setup menu] 
(Accountant’s Assistant)
While there are varying levels of security available, someone using the 
Administrator’s password would generally have a greater level of access 
than someone using a User password.  
To change existing CBS security settings for any user in your client’s 
office, modify the settings in the appropriate tabbed page of the Security 
dialog in Accountant’s Assistant as needed and then generate a new 
transfer file for the client. Your client can import the security information 
from an updated transfer file at any time. (Note, however, that payroll 
items are included with each transfer file, and so the client would need to 
respond Yes or No when prompted about overwriting existing payroll 
items during the Import from Accountant procedure.) 

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