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Managing Client Visibility Settings in the Portal: A Guide for Professionals

Overview

This article addresses whether professionals can see all other clients attached to their client group within the portal. It provides guidance on how to manage client visibility settings effectively.

Client Visibility in the Portal

Professionals can manage client visibility settings in the portal, allowing them to control what information clients can see. Here are the key points regarding client visibility:

  1. Access to Member Information:

    • Clients can see profile pictures and other member information if access is granted. This can be configured in the global settings.

  2. Configuring Access:

    • To give clients access to see certain information about members, navigate to:
      • Masters > Client Master > Configure New Client Web App Settings.
    • Under the Bookings section, you can enable or restrict access to specific information for all clients globally.

  3. Client-Specific Settings:

    • If you want to customize visibility for specific clients rather than all clients, go to:
      • Client Management for the specific client.
    • Then select Configure Client Interface and adjust the settings under the Bookings section accordingly.

  4. Individual Client Management:

    • For tailored settings, ensure to check and modify all necessary options for each client as required.
Conclusion

Staff can control the visibility of client information within the portal through specific settings. By adjusting these settings, you can manage what clients see regarding their associated members effectively. For further assistance with configuration, please refer to the relevant sections in the portal or contact support.