Selective client access for team members
K
Kyle Hauenstein
I have a couple of clients that want to keep their information extra private. They want only employees directly involved in the projects to have access to their information. they don't want the other employees to have access.
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L
Linda Balser
I believe you can do this already. You should check the user settings. You can set it up so certain employees only have access to clients they are assigned to.
K
Kyle Hauenstein
Linda Balser i want to avoid that if possible. I'm a small firm so we help each other out a lot. I don't want to assigned every client to every employee. if i did the mass assigning, our notification inbox would get flooded.