Security

Password protect data with password - Tick the tick box and type a word or number in the box to the right of Password protect data with password to assign a password to the individual. You must retype the password to confirm it in the Confirm Password window. If you select the Cancel button in this window the original password that you typed in is deleted. Anybody who wishes to access the individual's data in future will be required to enter the password that you have entered.

Exclude client from Sage Taxation reports - If the individual's data is password protected then that individual will be automatically excluded from Sage Taxation Reports. This is signified by the tick box being greyed out and containing a tick. If the individual is not password protected then you can choose whether to exclude them or not by ticking the tick box.