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botillier
Level 2
August 4, 2020
Solved

limit preparer access to specific clients

How do I limit preparer access to specific only clients?

This topic has been closed for replies.
sjrcpa
sjrcpaAnswer
Level 15
August 5, 2020

1. Put their data on a separate drive and only give access to that drive.

or

2. Use passwords for each client and only give him the passwords for clients he can access.

The more I know the more I don’t know.
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4 replies

sjrcpa
sjrcpaAnswer
Level 15
August 5, 2020

1. Put their data on a separate drive and only give access to that drive.

or

2. Use passwords for each client and only give him the passwords for clients he can access.

The more I know the more I don’t know.
    botillierAuthor
    Level 2
    August 5, 2020

    Thank you. Do you know of a way to separate client data cleanly. The user program is pointed to the seperate drive but the company files are all directed to the same location?

    sjrcpa
    sjrcpa
    Level 15
    August 7, 2020

    Back them up from where they are and restore to where you want them to be.

    The more I know the more I don’t know.
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