Entering client passwords

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When you assign a client password, you can control access to a specific client's data. If you assign a password to a client, you will need to enter the client's password whenever you select the client for processing.

  1. In the File > New Client or File > Client Properties dialog, click the Advanced Properties button.
  2. If your security configuration requires it, enter the master password in the Enter Master Password dialog and click OK.
  3. In the Restrict Access tab of the Advanced Properties dialog, mark the Deny access to client data unless password is known checkbox.
  4. Enter the password in the Client password field and enter it again in the Verify field. Note that client passwords cannot exceed eight characters.
  5. Click OK.
  6. Click OK again to close the New Client or Client Properties dialog.

Tips

  • To remove the password for the open client, repeat steps 1 and 2 to return to the Restrict Access tab and clear the Deny access to client data unless password is known checkbox.
  • To change the password for the open client, repeat steps 1 - 3 and enter the new password in step 4.
  • If you forget a client's password, use the master password when opening the client data. Fixed Assets CS opens the Restrict Access tab and prompts you to enter a new password for the client data.

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