Security "Master" Password

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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 Security_small located under the Help button. If a master password already exists, you will first be prompted to enter it.

 

note 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 Delete_small is displayed as Delete Lock on the Client Task Bar.

 

Related_Topics Related Topics

 

Setting Form Specific Passwords
Clearing Form Specific Passwords
Locking/Unlocking Forms