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Restrict the Clients a Staff member can access

Restrict the Clients a Staff member can access

It is possible to restrict the Clients that a staff member is able to access.  This option is useful for off Shore staffing teams.

Instructions

  1. Select Admin / Employees
  2. Click the blue edit arrow to open the required employee
  3.  Click the Restrict Client View option
  4. A "Clients" tab will then display
  5. Select the Clients, this employee will be allowed to access
  6. Click the Update button to save your changes




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