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How to password protect a client?

Article ID
ias-10575
Article Name
How to password protect a client?
Created Date
29th August 2012
Product
IRIS Personal Tax
Problem
How to make a client on the Personal Tax module confidential?
Resolution
Users are required to: 1. Log on to IRIS Personal Tax as a MASTER user. 2. From the Client menu select View. 3. Click in the Advanced button then select Confidentiality. 4. Enter the password then confirm the password. Once this password has been entered, it will be required when selecting this client and when viewing their personal details.

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