How to make an admin user see only specific clients

Learn how to restrict a Back Office user, such as an admin, to see only specific clients by assigning client tags

To maintain granular access control, you can allow Back Office users, such as admins or managers, to see only specific clients.

You should have a Back Office 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 a Back Office user see only specific clients:

1

Navigate to System > Users.

2

Select the user who you want to be able to see only specific clients.

3

Click the Edit button located in the user row.

4

In the Allowed Client Tags dropdown, select one or more tags identifying the clients that should be visible to the user (for details, refer to How to assign tags to clients).

5

Click Save to apply the changes.

The selected Back Office user is now allowed to see only the clients who have been assigned specific tags.