Question

Set Client Private within Karbon

  • 1 November 2023
  • 4 replies
  • 37 views

Is there any way to set a password on a client so not everyone in the office has access to them?


4 replies

Userlevel 6
Badge +9

Hi @Melissa Reeves! You can adjust a client’s privacy settings within their details tab. You can then adjust to a private or even a hidden contact and give access to only those desired by putting them on the “client team” for that client. Hope this helps!

Thanks so much!!

Userlevel 6
Badge +9

You’re welcome @Melissa Reeves!!

Userlevel 7
Badge +15

Hi @Melissa Reeves! You can adjust a client’s privacy settings within their details tab. You can then adjust to a private or even a hidden contact and give access to only those desired by putting them on the “client team” for that client. Hope this helps!

Here is the link: https://help.karbonhq.com/en/articles/2848946-overview-of-privacy#h_17be4bb114

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