Once a staff member has been assigned to a client or entity, you have the ability to manage the access permissions of those staff to the client or entity. Managing staff permissions via the Client list allows you to control what they can/can't see within that client's portal, effectively ensuring access levels that are most appropriate to their use.
To manage staff permissions to client accounts via the Client list:
- Locate the client in the Client list, click 'More actions'>'Manage staff permissions'
- A pop-up window appears. Mark the checkbox next to the name/s of the staff you want to manage permissions for and select their appropriate level of access to the client.
NOTE: The 'Custom' access allows you to configure the view and/or modify permissions of the staff member for certain areas of the client's portal.
Once the access level has been chosen, click 'Update staff permissions'. - The staff member's permissions have now been adjusted and the changes are now live.