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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