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Setting Up a Service Team

Limiting a user’s access to a group of clients

Navigate to Security > Service Teams. Setup your team

Setting up a service team 1

Then navigate to client options for each of the clients and add the team

Setting up a service team 2

Last Navigate to the service bureau user to assign the team

Setting up a service team 3

Limiting a user’s access from certain clients

Navigate to Security > Service Teams. Setup your team

Setting up a service team 4

Navigate to the service users that need to see all clients and assign the team

Setting up a service team 3