How can you restrict a customer's visibility for team members?

You can decide individually which team members may view, edit, delete and manage which clients. You can also hide clients from specific team members.

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Step 1: Open the client's context menu

To manage access to clients, go to your list of all clients. The context menu contains the “Manage access” option.

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Step 2: Manage access

You can now manage and restrict access for each team member. You can also use the toggle to hide the client from other team members.

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