Client Settings

Client Settings controls who has access to the client profile you’re currently viewing and what they can see. Each profile has its own set of users — switching profiles shows a different list.

Caution

Only users with the Full access role can open this page.

The user list

Each row shows one user with access to this client:

• User — their name and email
• Role — their access level (e.g. Full access)
• Actions — Remove to revoke their access to this client

You can sort by User or Role using the arrows next to each column.

Adding a user

Click + Add user to invite someone to this client. They’ll be granted access at the role you select.

Removing a user

Click Remove on a row to revoke that user’s access to this client. They will no longer be able to view this profile’s services, documents, or other data.