Help ARM Clients + Contacts Administer client permissions Table of contents The ARM module enables users to administer client permissions to restrict staff and team access to clients. Identify the relevant client via search Select ‘Permissions’ Administer staff team permissions (ARM Pro only) Access to relevant clients can be set/limited by administering staff team permissions (to create teams refer to ‘Create teams + locations‘). To set permissions by team: Identify the relevant client via search Select ‘Permissions’ Beside ‘Do you want to provide access to selected teams only?’ select the ‘Yes’ radio button Select the team/s or individual staff whose access will be restricted Identify the appropriate tabs to be restricted + select the relevant radio buttons to hide the tab or to allow full read and write permission Last updated: 8 September 2023