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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

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

Client section in the admin area