Allow staff users to only see assigned clients

For purposes of privacy, trust and business integrity, it is important that staff users only see and work with assigned clients. It would be very helpful to add a feature that allows owners/admins to assign clients to specific staff and to restrict staff to only see assigned clients in permissions. Having the option to assign multiple staff to clients would also be great.


Thanks for the suggestion. Happy to inform you that our team is already looking into your suggestion, and the setting will be client-card specific and would look like in the screenshot below:

Kind regards,

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