How can you restrict the visibility of a customer for team members?

You can individually determine which team members can view, edit, delete and manage which clients. You can also hide clients for certain team members.

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Step 1: Open the context menu of the client

To manage access to clients, navigate to your list of all clients. The "Manage access" menu item is available in the context menu.

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Step 2: Manage access

You now have the option of managing and restricting access per team member. You can also use the switcher to hide the client for other team members.

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