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Creating a User with Access to a Select List of Clients

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Ron Alai
August 19, 2020 14:00

Problem:  How do we set up a user to only see a selected list of clients? 

Conditions: Must be a Super Admin to complete this task 

 Steps for Solution: (Click the link below for full details) 

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  • Create a User with Access to Selected List of Client_NEW.pdf
    (900 KB)
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