Filtering: Client Lists
Sets access rights for clients appearing in the Client Lists in the program.
Commands
You can select only one access right for the user or group of users. If no access rights are selected then the user does not have access to any clients.
View Own only
Enables access to clients in the client lookup list if the user is assigned as the partner or manager of that client.
View Assigned only
Enables access to clients in the client lookup list if the user is assigned to that client.
View All
Enables access to ALL clients in the client lookup list.
Comments and suggestions about this article and our software are greatly appreciated. As a user of our products, you are in a unique position to provide ideas that have an impact on future releases of this and other products.
Before contacting Technical Support, please consult the online Help and any other documentation included with this package as your first source to solve the problem.
If you require additional assistance, you can contact CaseWare® Technical Support by contacting your nearest CaseWare distributor.
When you contact CaseWare® Technical Support, you should be at your computer and have your documentation at hand. Be prepared to provide the following information:
- Your Client Number.
- The product version number, found by clicking the Help menu and selecting About.
- The type of computer hardware you are using.
- The software version number of MS-Windows.
- The exact wording of any messages that appear on your screen.
- A description of what happened and what you were doing when the problem occurred.
- A description of how you tried to solve the problem.
CaseWare Support
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Email: support@caseware.com
Phone: 416-867-9504
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