The Client Access User Interface controls how information is presented to Client Access users. Administrators can create multiple user interface templates and configure which fields are visible or required throughout Client Access.
User interface templates determine how users interact with account information but do not control which features are available. Feature availability is configured separately in Client Access Configuration.
Access the Client Access User Interface
Navigate to Setup → User Interface → Client Access.
Select an existing User Interface template to edit or create a new template.
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Configure Required Fields
Fields can also be marked as required.
To require a field:
Click the field a second time.
The field turns red, indicating users must complete the field before saving.
Save Your Changes
After completing your configuration:
Review each section of the User Interface template.
Click Apply to save your changes.
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