Locking a client record

You can lock a client record so that only people of your choosing can access the record.

General user access rights are set up by the system administrator, in Utilities - Licensing and Users.

To lock a client record:

With the client record displayed on Client Details, from the Actions menu at the top of Client Details, select Client Locking.
On Client Locking, select a user name that you want to be able to access the record and click . The user is listed in Assigned Users.
Repeat step 2 for other users that you want to be able to access the record.
When the list of users in Assigned Users is correct, click OK to return to Client Details.

If you want most users to be able to access the record, add them all to Assigned Users, by clicking , and then remove the users that you do not want to be able to access the record by selecting them in Assigned Users and clicking to move them back to Available Users, one at a time.

Editing the client locking

After setting up locking for a client record, if necessary you can edit the list of users that can access the record.

To edit the locking:

With the client record displayed on Client Details, from the Actions menu at the top of Client Details, select Client Locking.
On Client Locking, add a user to, or remove a user from, Assigned Users by selecting the user and clicking the appropriate single arrow button.
Repeat step 2 for other users that you need to move to or from Assigned Users.
When the list of users in Assigned Users is correct, click OK to return to Client Details.