Personal/Business/Trust Tax: How to password protect a client?
- Article ID
- personal-business-tax-how-to-password-protect-a-client
- Article Name
- Personal/Business/Trust Tax: How to password protect a client?
- Created Date
- 24th September 2021
- Product
- Problem
- Personal or Business Tax: How to password protect a client so not everyone can access the account
- Resolution
-
- Load the client in PT or BT or TT
- Client and View
- Advanced
- Confidentiality
- Enter password and Ok
- Whenever anyone loads this client – it will ask for the password.
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