How to Restrict Staff Access to Client Profiles

It helps 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 Settings.
2. Navigate to Security.
3. Scroll down to General Security Settings.
4. Enable the option to restrict staff access to client profiles without a support PIN or assigned ticket.
5. Set the time (in hours) for how long access should remain valid after a support PIN is entered or a ticket is assigned.

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