"Access" refers to granting user/team members the appropriate permissions and responsibilities within the system. It is part of the general Team settings, where you can invite members and manage team roles and permissions.
The "Owner" will decide and assign the appropriate Access levels to each team member.
Here's the type of "Access" levels:
The Owner can manage and assign access levels directly from the Team page.
The "Owner" and "Admin" can configure and see who is responsible for particular clients by organising colleagues into "Teams" and assigning them to client groups or clients.
Here is what you can do:
- Create teams and add members to them.
- Assign members and teams to clients and client groups.
- Mark clients as private to hide them from other colleagues.
- Filter your work by client assignee.
- Invite outside collaborators.
- Upload your profile photo in the account settings.
We have also introduced an outside collaborator role, who can only access the clients and work they are assigned to.
You may give them permissions according to the task they are concerned with, learn more from this guide
If you want to manage the team Access for EACH client (ie hide client to specific Team member) Click here
Related guides:
How to Restrict other team members from viewing a form and other reports