Managing Client Access to Member Information in the Portal
Summary: This article explains whether professionals in their portal can see all other clients attached in their client group and how to manage access to member information.
Client Access to Member InformationProfessionals using the portal have the ability to control what information clients can see regarding their members. Specifically, clients can be granted access to view profile pictures and other member details.
Granting Access to Client Information
To allow clients to see member pictures and other relevant information, follow these steps:
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Global Access for All Clients:
- Navigate to the Masters section.
- Select Client Master.
- Click on Configure New Client Web App Settings.
- Under the Bookings section, adjust the settings to give clients access to view specific information about members.
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Client-Specific Access:
- Go to the Client Management section for the specific client.
- Select Configure Client Interface.
- Similar to the global settings, navigate to the Bookings section and adjust the settings to provide access to member information for that particular client.
Important Considerations
- If you choose to set access globally, all clients will have the same level of visibility regarding member information.
- For tailored access, adjustments can be made on a per-client basis, allowing for more control over what each client can see.
Professionals in the portal can manage client access to member information, including profile pictures, through specific settings in the client management interface. By following the outlined steps, you can ensure that clients have the appropriate level of access to member details as needed.