Warning
Product support for the Creative Solutions Accounting platform ended on September 30, 2020.
Help & How-To Center content for the Creative Solutions Accounting platform may be outdated and is used at your own risk.
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.
Fields & buttons
Deny access to client data unless password is known
Deny Data Sharing access to client data
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