Understanding Clients Access Settings for Staff

1. Navigate to Team & access.
2. In the Firm staff table, find the 'Clients Access' column.
3. Firm Owner: 'Firm-wide' — can see all clients.
4. Staff with 'Firm-wide' access see all clients regardless of assignment.
5. Staff with 'Assigned only' access see only clients explicitly assigned to them.
6. To change this setting, click the staff member's action menu (⋮) and select 'Edit permissions'.

💡 Good to Know: Use 'Assigned only' for staff members with focused client lists to prevent unauthorized access to other clients' data.

💡 Good to Know: 'Firm-wide' access is appropriate for Admins and senior staff who need oversight of all accounts.

→ Understanding Firm Roles and Permissions

→ Assigning Clients to Staff Members