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Practice Manager Security - Prevent users from deleting clients in Practice Manager Security

Updated over a month ago

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

  1. Have an Administrator user log in to Practice Manager 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.

    Common Permissions tab in Properties for screen
  5. Under the HandiTax tab, expand Client, expand Open Clients/Tax Forms, untick Batch delete inactive clients and Batch delete tagged clients, expand TaxForms, untick Delete.

    HandiTax tab in Properties for screen
  6. Under the HandiLedger tab, expand Entity, untick Delete.

    HandiLedger tab in Properties for screen
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