Customize Client Management Tabs for Staff Members

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:

staff permissions

Step-by-Step Guide:

Step 1: Click on the “Staff” tab on the left side bar.

staff tab

Step 2: Click on the gear icon next to the staff member.

edit staff

Step 3: Click on the “Permissions” tab and scroll down to the “Client Management Tabs” section.

permissions tab

Step 4: Click and select the tabs the staff member will have access to from the drop-down list.

management tabs

Now you can customize the client management tabs for your staff members!

Updated on November 5, 2021

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