Groups & Scoped Visibility
Organise clients into regions or branches and limit team members to the groups they look after.
What It Does
Build a nested tree of groups, such as region, then branch, and place your clients and sites in them. On a team member’s Permissions tab, What they can see limits them to particular groups, so they only ever see the clients and work in their own area.
- A nested tree of groups
- Clients and sites placed into groups
- Limit each person to some groups
- Administrators always see everything
What It Solves
Multi-branch businesses do not want every branch seeing every other branch’s clients. Groups keep each team to its own patch while administrators always see everything.
Works Hand in Hand With
Team & Permissions
Invite people by email, hand out the app, and set what each person can view, edit or manage in every area.
Clients
One record per client with sites, contacts, custom fields, billing details, portal access and a full history.
Security
Two-factor authentication, password reset, session control and per-user permissions to keep your account and data safe.
Try Groups & Scoped Visibility With Your Own Team.
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