How To: Link Users to a Client
Table Of Contents
When Client functionality is enabled, the [ Others | Users ] screen includes an additional Client column. This allows each user account to be linked to a specific client company, helping control which client database the user can access.
Users are maintained in the [ Others | Users ] screen.
Assign a User to a Client
- Open the [ Others | Users ] screen.
- Press Alt+E or click Edit to enter edit mode.
- Locate the user you want to update.
- Click in the Client column for that user and press F4.
- Select the required client from the drop-down list.
- Press Ctrl+S or click Save to save your changes.
Result
The user is now linked to the selected client and their login access will be controlled accordingly.
Access Rules
Parent Company Users
Users assigned to: Parent Company
can log in to:
- The Parent Company database.
- Any other client database within the system.
Client-Specific Users
Users assigned to a specific client:
- Can only log in to that client.
- Cannot access other client databases.
Additional Information
Using client-specific user assignments helps:
- Restrict access to the appropriate business entity.
- Improve security in multi-company environments.
- Ensure users only work with data belonging to the correct client.
Always review user access carefully when creating or updating user accounts in a multi-client installation.
See Also