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How to Set/Change a Password for a Confidential Client

Article ID
how-to-set-change-a-password-for-a-confidential-client
Article Name
How to Set/Change a Password for a Confidential Client
Created Date
10th February 2020
Product
Problem
You may need to password protect a client in IRIS which will ensure only selected users can access this client by accessing the password.
Resolution
  • Login to IRIS
  • Open the Client Browser (this can be accessed from any module)
  • Search for the client
  • Highlight then click on view
  • Then click on Advanced | Confidentiality
  • The screen displayed will allow you to enter a password for the client which will make it confidential

In order to be able to set a confidential password the staff member would need the following privilege:

Privilege required to set a password for a confidential client

If you have forgotten the password for the confidential client then please click HERE

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