Clients > Staff Access tab

Show expandable text

We moved!

Help articles have been migrated to the new Help and Support. You can find help for your products and accounts, discover FAQs, explore training, and contact us!

As part of the security features in the application, you can grant staff access to selected clients and exclude access to others.

Choose Setup > Clients and click the Staff Access tab.


  • A staff member who has been granted access to client(s) can only perform those tasks that have been assigned to the group in which they belong. These group assignments are defined in the Security tab of the Setup > Staff screen.
  • Staff members who are assigned Administrator privileges cannot be denied access to the client and are made unavailable for selection (grayed) in the Staff Access Selections grid.
  • For users who have transitioned from CSA, this feature is similar to password protecting clients.

See also: Security overview

Fields & buttons

Choose a client from the Clients list frame and click the Add, Edit, or Delete button.

Select the All staff or Selected staff option to enable/disable staff access to the client.

Was this article helpful?

Thank you for the feedback!