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.
  1. Select
    Setup
    Clients
    Staff Access tab
    .
  2. Select a client from the
    Clients list
    frame then select
    Add
    ,
    Edit
    , or
    Delete
    .
  3. Select the
    Allow client access by
    option:
    All staff
    or
    Selected staff
    to enable or disable staff access to the client.