How to control which clients your colleagues can view

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Specify which client accounts the users on your partner account have permission to view and edit.

Do this when creating the partner account user:

1. Navigate to 'Account Settings'>'Maintain Colleagues'
2. Click 'Add colleague'
3. Fill in their details and click 'Next'
4. Use the 'Client access' toggle and selection checkboxes to specify which client accounts this person will have permission to view.

To edit which client accounts an existing user can view:

1. Navigate to 'Account Settings'>'Maintain Colleagues'
2. Click 'Manage' next to the account user you would like to change permissions for
3. Click 'Client Access'
4. Select the accounts that this user should have access to

Specify which client accounts the users on your partner account have permission to view and edit.

Do this when creating the partner account user:

1. Navigate to 'My Team' on the main menu
2. Click 'Add new colleague'
3. Fill in their details and click 'Next'
4. Use the 'Client access' toggle and selection checkboxes to specify which client accounts this person will have permission to view.

To edit which client accounts an existing user can view:

1. Navigate to 'My Team' on the main menu
2. Click 'Manage' next to the account user you would like to change permissions for
3. Click 'Client Access'
4. Select the accounts that this user should have access to