How to Restrict Staff Access to Client Profiles

Protect sensitive client information.

Last updated 2 days ago

It helps to protect sensitive client information by only allowing staff access if they have a valid support PIN or are assigned to a ticket.

Here’s how to enable it:

  1. Go to the Admin dashboard.

  2. Click Settings > Staff users under Users and Permissions.

Settings > Users and Permissions > Staff users

  1. Scroll down to General Security Settings.

  2. Enable the option to restrict staff access to client profiles without a support PIN or assigned ticket.

  3. Set the time (in hours) for how long access should remain valid after a support PIN is entered or a ticket is assigned.

Settings → Security
General Security Settings

If staff try to access a client profile without the required PIN or ticket, they’ll see a message Unable to access Client or Client resource, due to lack of access granted!

Client section in the admin area