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Master Files
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Training Packet
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Taxes
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Implementation and Onboarding
Add or Remove Client Restrictions
Steps:
- Select Master Files > Employees.
- Select an Employee Code.
- Click on Settings > Client Restrictions
- On the Client Access Restrictions page, check the box to the left of No Restrictions currently applied, check to apply restrictions
- On the Client Access Restrictions page use the > symbol to grant access and < to remove access to a client.
- Select SAVE