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Practice Manager Security - How do I prevent users from deleting clients?

Updated over 3 weeks ago

If you use Practice Manager Security, you can prevent users from deleting clients from the database.

  1. Have an Administrator user login to PM-Security.

  2. Go to the Groups tab on the left side access panel.

  3. Highlight the relevant group and click Edit.

  4. Under the Common Permissions tab, expand Client, untick Delete.

5. Under the HandiTax tab, expand Client, expand Open Clients/Tax Forms, untick Batch delete inactive clients and Batch delete tagged clients, expand TaxFoms, untick Delete.

6. Under the HandiLedger tab, expand Entity, untick Delete.

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