To determine which Team/Member(s) have access to a specific client, follow these steps:
Go to the “Clients” section in your Dashboard.
Locate the “Team” column — this column displays the team member(s) assigned to each client.
This can be updated via client's "Settings > Team"
Example:
In the illustration below, Team Member “Annie” is the only person assigned to Client “Arisu Arisala”.
Important Note:
Only team members assigned to a client can view the said client.
In the example, only Annie and users with 'Owner' access can see Arisu Arisala's client records
'Owner' users have full visibility and can view all clients, regardless of team assignments.
