Grant staff access to clients
As part of the security features in the application, you can grant staff access to selected clients and exclude access to others.
- Select .note
- A staff member with access to clients can only perform tasks assigned to the group they belong to. These group assignments are defined in theSecuritytab of theStaffscreen.
- Staff members who are assigned Administrator rights can't be denied access to the client and aren't available for selection (grayed) in the Staff Access Selections grid.
- For users who have transitioned from CSA, this feature is similar to password protecting clients.
- Select a client from theClients listframe then selectAdd,Edit, orDelete.
- Select theAllow client access byoption:All stafforSelected staffto enable or disable staff access to the client.
