How to make an admin user see only specific clients

To maintain granular access control, you can allow admin users to see only specific clients. This may be useful, for example, when you want to make managers see only the clients they are assigned to.

You should have an admin user created and assigned to a particular user group. (For details, refer to How to add an admin user and How to add a user group and grant permissions).

To make an admin user see only specific clients, do the following:

  1. Navigate to System > Users and select an admin user which you want to be able to see only specific clients.

  2. Click the Edit button located in the admin user row.

  3. From the Allowed Client Tags drop-down list, select a tag that identifies the clients that should be visible to the admin user. (For details, refer to How to add client tags).

  4. Click Save.

The admin user is now allowed to see only the clients who have been assigned a specific tag.