0
Answered
Limit access to client data
ida 7 years ago
in Home Portal
•
updated by Łukasz Kaleta (Senior Customer Success Manager) 7 years ago •
7
Hello,
I have a 2-user setup. We will probably add more users in the future. I want only the admin account to have access to our clients' data. How can I restrict those in the Project Management user group from accessing client information?
Also, if I do this, how should they create projects with no access to client data? Do they just create a project with files and assign vendors?
Thanks!
Customer support service by UserEcho
It is possible to remove all permissions to client accounts by editing Project Management user group.
Uncheck all the client-related boxes and save:
The next time a user from this group logs in and tries to access a client profile, they will see an access forbidden screen.
However, a user with this limitation will still be able to start a new project for any client and add their contacts to that project.
Thank you, Łukasz.
Where do I access the user group screen to modify it?
Thanks!
Configuration/User Management/User Groups and Rights
Hello,
I don't have that. I only have users. I am using the admin account.
Thanks.
I'm sorry then, but it looks like you would need a higher plan.
Thank you, Lukasz.
Sorry for the delay in getting back to you. We were told during the purchase process that this would be a feature that we would have access to.
I wrote to the person who helped us back then. In the meantime, is there any other way to accomplish this if I don't have access to that setting?
Thanks again.
Sorry, I was out of office but have now confirmed it has been resolved on your instance.