Can team members be given access to specific clients only in LodgeiT?
Yes, LodgeiT allows you to customize team member access so that each team member can only view and work on specific clients. This controlled access helps maintain data privacy and ensures team members focus only on their assigned clients.
How to Customize Team Member Access
- Access the Team Access settings within LodgeiT.
- Assign or restrict client access for each team member according to your preferences.
- This setup ensures team members only see and manage the clients they are authorized to handle.
By customizing team access, you can improve workflow efficiency, maintain confidentiality, and better manage client assignments within your practice.