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
FAQ: Team member access
Modified on: Tue, 11 Aug, 2020 at 8:56 PM
Did you find it helpful? Yes No
Send feedbackSorry we couldn't be helpful. Help us improve this article with your feedback.