Sharing Clients Between Team Members

In this article:

  • Manage Sharing Clients Permission
  • Sharing Clients Between Staff Members

  • Manage Sharing Clients Permission

    To allow Sharing Clients between Staff accounts, enable the 'Share Clients' Permission in the Manager account. 

    Sharing Clients Between Staff Members 

    Staff Members can search all saved Clients in the Client Manager when "Share Clients" is enabled. The Owner of the Client Account will be listed to the right of the Client's name.

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