< Teams < Can See Client Data


Click ADMIN > STAFF > from the menu, then click on the staff member that you wish to edit. Then choose TEAMS from the menu on the left.


Clicking on “Can See Client Data” provides the associated staff member with access to a CLIENTS tab in their interface.


This means that any given staff member can now access client information even if they have not been assigned a job for that client.


The CLIENTS tab can provide access to “all clients” or a subset of clients according to the setting of


ADMIN > SETTINGS > Staff Access > Restrict to clients of assigned teams


With the “Can See Client Data” checkbox checked, the staff member now has access to a CLIENTS tab.






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