Within the software you can set up users so that you can password protect access to the software and also assign clients to the users. Within the user setup you can also create groups whereby you can restrict what certain users can do within the software, such as prevent them from filing online.

To create the users, you open clientbase and select Tools / User Setup / User Management / Setup. You can then create the users, with a login password if you wish. On this same screen you have the option to add / modify groups and within this you can set the restrictions within the group. Once the groups have been created you can edit / modify each user and choose the group from the drop down menu.

Once users have been setup, in clientbase there is a drop down menu in the client records called "With", you can now assign clients to the various users, if required. This means when you open clientbase you can choose Select in the menu bar along the top and then "By With" and select a user to filter the list.

If you want to enter a password when opening the software you can go to Tools / User Setup / User Management and tick the enable for clientbase option. Please ensure that a password has been set up against the user in User Management before activating this option.