Restricted Accounts

Restricted Accounts

Restricted Accounts are accounts that only Firm Admins can access. Any Firm Admin can mark an account restricted and from then on, only Firm Admins will have access to that account. Firm Employees and Specialists will not see the accounts nor will they be able to filter by Restricted Accounts.  However Employees/Specialists can be given access to Restricted Accounts if an Firm Admin adds them to the restricted account's Client Service Team. See image below for filter location:




As a Firm Admin, to mark an account as Restricted, you can do it one of two ways:

If the account already exists:
1. Click into the account from the Account Page.
2. Locate the Ellipses (three dots) in the upper-right corner.
3. Click Edit Account.
4. Click the Restricted Account check box.



When creating a new account:
1. Click Add New.
2. Click Account.
3. Click the Restricted Account check box.


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