How do I stop staff from seeing client contact details?

This article outlines the 2 step process needed to prevent staff from having access to client contact information

Go to Manager > Access & License Keys, then choose the relevant Access Level you wish to adjust from  the Access Level dropdown menu

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 Useful Tip!

If you're not sure what Access Level is assigned to a particular staff member, go to Manager > Staff Members, and Single-click on the staff member's name. Their Access Level will be displayed on their main profile page.

 

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After you've chosen the Access Level, type Contact into the Search bar at the top of the screen. Then, uncheck the boxes beside each of the options that allow a staff member to see client contact information.

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After you uncheck these boxes, click Save to finish. Contact information will now appear as ******* to staff members with this Access Level. Repeat this process for any other Access Levels you would like to adjust.

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