Restrict the Clients a Staff member can access

Owned by Debby Gibson
Mar 21, 2019

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