How to Set/Change a Password for a Confidential Client

Article ID

how-to-set-change-a-password-for-a-confidential-client

Article Name

Created Date

10th February 2020

Product

Problem

You may need to password protect a client in IRIS which will ensure only selected users can access this client by accessing the password.

Resolution

Login to IRIS
Open the Client Browser (this can be accessed from any module)
Search for the client and load client – Client and View
Then click on (bottom right) Advanced | Confidentiality (if this option is missing then read step 6)
The screen displayed will allow you to enter a password for the client which will make it confidential
In order to be able to set a confidential password the staff member would need the following privilege:

If you have forgotten the password for the confidential client then please click HERE

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