"Master" Password

A client's master password protects against

•	Unauthorized deletion of client records,

•	Unauthorized editing of client records,

•	Unauthorized unlocking of a client's forms, and

•	Unauthorized removal of form specific passwords.

To set (or modify) a client's master password,

•	Select Client (Filer, Entity) Management from the Module menu.

•	Locate the client whose master password you want to set (or modify).

•	Select Edit from the Client Task Bar or context menu.

When the Edit Filer dialog appears, click the security icon located under the Help button. If a master password already exists, you will first be prompted to enter it.

Notes

•	When using the context menu, you must right-click directly on the client whose master password you want to set (or modify).

•	Passwords are case sensitive.

•	When a master password has been set, the delete icon is displayed as on the Client Task Bar.