Client Properties. . . Advanced Properties > Restrict Access tab

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Important reminder!

Licenses for Payroll CS, Trial Balance CS, and Write-Up CS (but not Engagement CS) permanently expired on March 1, 2017.

For details, see CSA license expiration 2017 – frequently asked questions.

Some processes documented in the Help & How-To Center are no longer applicable, due to the discontinuation of these CSA modules.

Use the Restrict Access tab to create a unique password for the selected client. Each user would need to enter the client password whenever selecting a restricted-access client for processing.

From the File > New Client dialog or the File > Client Properties dialog, click the Advanced Properties button. In the Advanced Properties dialog, click the Restrict Access tab.

Note: The security configuration on your system may require you to know and enter the master password before you can assign or change client passwords.

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