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Customize Client Management Tabs for Staff Members

Customize Client Management Tabs for Staff Members

Posted by Support Team on November 5, 2021 — Updated on June 5, 2025

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.

Click the arrow menu

2. Click “Trainers”

Click the “Trainers” tab.

Click 'Trainers'

3. Click the gear icon

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

Click the gear icon

4. Click “Permissions”

Click the “Permissions” tab.

Click 'Permissions'

5. Client Management Tabs

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

Client Management Tabs

6. Select Client Management Tabs Drop-down List

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

Select Client Management Tabs Drop-down List

7. Click “Save Staff Member”

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

Click 'Save Staff Member'

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

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