Hiding Client Information from Users

Hiding Client Information from Users

Q:  How do I keep a user from seeing my client information?

A:  Click on Settings and go to the Case Settings Tab.    Scroll down to the Case Tab Settings.    The 5th row down is the Client Tab.  You can hide that tab completely from Employee and Vendor users.  Change the Display to Employee and/or Display to Vendor setting to NO accordingly.

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