1. Open the Client File.
2. Navigate to Other Functions > Client Details.
3. Enter a Password for the file.
4. Re-type the password to confirm it.
5. Click OK to save the changes. The client file is now password protected. 

When any user attempts to open this client file they will be asked for the password.

1. Navigate to System > Bank Accounts.
2. From the list of bank accounts, double-click the account to be password protected. The Edit Bank Account window appears.
3. Enter a Password for the bank account.
4. Re-type the password to confirm it.
5. Click OK to save the changes. This password is now saved.

A password will be requested when opening any coding periods, or when attaching or removing the bank account from any client files.

To give users restricted access in BankLink Practice you first need to assign each user the Restricted user type status. You can then assign what client files you want the users to be able to access. 

1. Navigate to System > Users.
2. Select a User and click Edit.
3. For the User Type, select Restricted.
   You can now assign the files that the user will have access to.
4. Within the User Details window, click the Files tab.
5. Click Add. This will allow you to assign client files to this user.
6. Repeat steps 5 and 6 for all users that you want to have restricted access in BankLink Practice.

Setting a client file as a Books Secure Client means that you will do the data download from within the client file (i.e. on a client file basis) and not from your main system download. For information on how to do this, see Setting up a BankLink Books Secure client.