Apply a Restriction

You can apply restrictions per user, per account at the account level, or to all sub-accounts at the Family level. Restrictions applied at the Family level are inherited by all current and future sub-accounts. You can apply restrictions several ways: from the Restrictions Library, from the Accounts window or from the Users window.

  1. From the menu select Restrictions.

  2. From the table, find the restriction you want to apply, and click the corresponding value in the Accounts or Users) column in the restriction row.

  3. In the Assign Accounts (or Assign Users) list, select those to which you want to apply the restriction.

  4. Save.

  1. From the menu select Accounts.

  2. In the table, click the account to which you want to apply a restriction. (Use checkboxes to apply restrictions to multiple accounts).

  3. In the list of Account Restrictions, select the restriction(s) you want to apply to the selected account.

  4. The list of Inherited Restrictions shows the family restrictions that were applied at the Master account level and have been inherited by this and all other sub-accounts. If a restriction is applied at the family level it will not be available to be applied at the account level (and vice versa).

  5. Apply Changes.

  1. Note that some restrictions may not be applicable to users as indicated by a dash in the Users column of the Restrictions Library.

  2. From the menu select Users.

  3. In the table, click the user to which you want to apply a restriction. (Use checkboxes to apply restrictions to multiple users).

  4. In the list of User Restrictions, select the restriction(s) you want to apply to the selected user.

  5. Apply Changes.