What's new

Practice owners and admins can now restrict which clients individual team members can access. This filtering is comprehensive - it applies across 16 different data views in the application.

What gets filtered

When a team member doesn't have access to a client:

• Tasks: The client's tasks don't appear on the workboard or in task lists
• Documents: Meeting notes, portfolio shifts, snapshots, and wealth paths are hidden
• Recordings: Conversation transcripts for that client are not visible
• Client list: The client doesn't appear in the CRM sidebar or search results

Cascade hiding

The filtering cascades automatically. If you can't see a client, you also can't see any of their associated content - there's no way to accidentally stumble upon hidden data through tasks, documents, or recordings.

Multi-entity documents

For documents linked to multiple clients (like a meeting note involving two households), the document is visible if you have access to at least one of the linked clients.

Practice-level items

Tasks and documents not tied to a specific client (practice-level items) remain visible to everyone, ensuring general practice work isn't blocked.

Who this applies to

• Owners and Admins: See all clients (no filtering)
• Members and Viewers: See only clients they've been explicitly granted access to

Where to find it

1. Go to Portal → Settings → Team
2. Click on a team member with the Member or Viewer role
3. Configure their entity access in the permissions section