This article will show you how to grant staff access to Phorest Chat but still hide your client's contact details.
Feature Availability
This feature is available in North America. If you do not currently have the feature and are interested in getting it, please contact your Success Manager.
Removing Access to Contact Details
To prevent staff from seeing client contact details, go to Manager > Access & License Keys, and select their Access Level from the dropdown list.
Next, search for 'contact details', uncheck View Client Contact Details access permission under Phorest Go (Mobile), and click Save to finish.
What Does it Look Like in Phorest Chat?
When access to contact details is removed, client phone numbers and email addresses will be hidden in all areas of PhorestGo, including Phorest Chat.