Create and manage visibility groups
Limit what groups of staff can see, area by area, using a named visibility group.
Table of Contents
Go to Team and open Visibility.
Click New Group and enter a Group name.
Under Visibility settings, set what the group can see in each area: Clients, Leads, Calendar, Money and so on.
Under Employees, tick the members. A person can be in one group only.
Save.
Bulk Manage changes many at once.
Up next
Next, read Configure default patient access.