I would like to make a client's file private so only the adviser and administration person can view the clients details.
I am sure there would be a few different ways people may approach this. One way that has worked for me in the past is to create a Group on XPLAN that only the users who can see the clients have access to (they are members of the group, but no other users on the site are). Then make these private clients members of this group.
Make sure all file notes are saved as 'share with clients group' for privacy reasons. And make sure the other team members do not have the capability 'List all Clients'.
Hope this helps!
Thank you for your suggestion, it is helpful. I will give this a go.
Agree with Jess. User Groups provide a flexible way to control visibility of clients to specific users.
As outlined by Jessica Lamb and Lachlan Fuller, using Groups to manage visibility and access is the strategy to employ, however consider the following:
To demonstrate this, a Group has been established that only I am a member of (note also the absence of a 'Hierarcy Parent'):
When my administrator (Heshan) searches our CRM he is unable to locate Janice (our private client):
By assigning Heshan to the role of 'Administration Manager' we effectively provide access:
Retrieving data ...