Skip to main content
Virtual Client Office

Remove a NetClient CS user's access to Virtual Client Office application data that is accessed by multiple users through a profile

You'd need to do this if you have 2 employees that access FileCabinet CS through Virtual Client Office and 1 employee no longer needs access to it. Do the following to remove that employee's access and move the application data to a private location:
note
You'll need administrative rights to do these steps.
  1. Ask the person who needs to maintain access to the data to back up the FileCabinet CS data.
    note
    For more information, go to
    Help
     on the Virtual Client Office screen, and then select
    Moving data for Virtual Client Office applications to new locations
     then
    Migrating FileCabinet CS data to a new location on the Virtual Client Office servers
    .
  2. Give the person who needs to maintain access to the data access to FileCabinet CS through a private data location:
    1. Select the person's name in NetClient CS user administration then select
      Enable
      .
    2. Select
      Private
       in the Data Location pane.
    3. Select
      Enter
      .
  3. Remove the employee who no longer needs access to FileCabinet CS:
    1. Go to the employee's Virtual Client Office permissions.
    2. Unmark the
      FileCabinet CS
       checkbox.
    3. Select
      Enter
      .
  4. Ask the person who is maintaining access to the data to restore FileCabinet CS data to the private location.
    note
    They'll also need to set up FileCabinet CS to restore drawer families and reestablish any preferences.

error-icon

Triva isn't available right now.

Check out the support page for our phone number and hours

error-close