CBData® Personal Version Screenshots
Manage User Security

The Manage User Security SubTab is for the Administrator of the program (the first person to log into the program) to be able to create and manage other CBData® users. The Administrator can edit usernames and passwords and decide how much information each user can access of each of the profiles set up in the program. This allows trusted advisors and family members to access certain sections of each family member’s profile, even on a read-only basis.