Customize Client Management Tabs for Staff Members

This guide will walk you through how to customize the client management tabs that a staff member can access.

1. Click the arrow menu

Click the arrow menu next to the “Account” tab to reveal additional tabs.

2. Click “Trainers”

Click the “Trainers” tab.

3. Click the gear icon

Locate the staff member you want to set up, then click the gear icon to manage their settings.

4. Click “Permissions”

Click the “Permissions” tab.

5. Client Management Tabs

In the “Permission” tab, scroll down to the “Client Management Tabs” section.

6. Select Client Management Tabs Drop-down List

Click the drop-down list and select the tabs the staff member should have access to.

7. Click “Save Staff Member”

Scroll down, and click the “Save Staff Member” button to save the changes.

This guide detailed the process of customizing client management tabs for staff members.