Once a staff member has access to a client portal/workspace, you then have the ability to manage the access permissions of staff assigned. 'Manage staff permissions' in the Client list action area 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:
- From the client list, locate the client you wish to manage staff permissions for, Click 'More actions'>'Manage staff permissions'.
- A pop-up window will appear. Select the checkbox next to the name/s of the staff you wish to manage permissions for and then choose their appropriate level of access to the client.
NOTE: The 'Custom' access level 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 selected, click 'Update staff permissions'.
- The portal will refresh, the staff member permissions will have adjusted and changes are now live.