Be sure to manage permissions for the team member -
And select to Invite.
Note that, Form access can be restricted BUT not client details access.
Details access can only be controlled by setting up separate instances of LodgeiT , using Switch Organisation
Form access can be managed by Settings -->Form Access
1. Select client to work on -
2. Select "Settings" and click "Form Access"
Related article: How to Lock a Form from the other Team