Question:Can you specify team member to have access to specific clients only?
Answer: Yes, you have to customize via manage access and team access
To check who are the team under your firm, Press gear wheel > team
Modified on: Tue, 11 Aug, 2020 at 8:56 PM
Question:Can you specify team member to have access to specific clients only?
Answer: Yes, you have to customize via manage access and team access
To check who are the team under your firm, Press gear wheel > team
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