Log in
Sign up Now

Restricting access to clients

This feature is only available for multiuser accounts. It has been designed so that you can restrict user access for certain clients if required.

Users with ‘Edit client access‘ rights and who have access to a client, can assign or remove access rights via the Access tab on the client screen.

The default is that all users have access to all clients. I

f you wish to restrict access then this can be done as follows:

  • Select the client you wish to restrict.
  • Select the Access tab. This will load a list of all users on the system.
  • Select the users that require access to this client.
  • Save the changes.
A screenshot of a computer screen Description automatically generated

Please note that administrators can see all clients and cannot be restricted.

A non-administrator who has ‘Edit client access‘ permissions MUST include themselves as a user with access. That is, they cannot remove themselves from the client.

It is not necessary to set up access on all clients. It is only required for those clients where you wish to limit access.