Add client privacy to an existing client record

To mark an existing client record as private and assign practice user access.

1. From the Clients menu, select Clients list.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.
3. In the Client privacy widget on the Dashboard, Switch on client privacy.
4. Select Add assignee.
5. Either use the search bar to find and select assigned users, or choose them from the Users list.
6. Select Add.
7. Repeat until all required users are assigned.

Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.