Skip to content
English
Customer portal
Go to www.progressionlive.com
  • There are no suggestions because the search field is empty.

How to make sure my users only see their clients?

To limit the number of clients a user can see, proceed as follows:
  1. Click the Manage tab.
  2. Click Users.
  3. Click desired user.
  4. Click Client Selection tab. This is where you select the user's clients. The restriction is total. As soon as a client is listed the user cannot see that or any other listed client.