Here’s how to customize the client management tabs a staff member has access to, starting from the “Account” tab of your Dashboard. Step-by-step instructions are below:
Step 1: Click on the “Staff” tab on the left side bar.
Step 2: Click on the gear icon next to the staff member.
Step 3: Click on the “Permissions” tab and scroll down to the “Client Management Tabs” section.
Step 4: Click and select the tabs the staff member will have access to from the drop-down list.
Now you can customize the client management tabs for your staff members!