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