---
title: Adjust Client Visibility in Core
description: client visibility
---

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# Adjust Client Visibility in Core

## Overview

If a staff member is unable to see any clients—or can only see a few—it's likely a permissions issue. Client profile visibility in the dashboard is controlled by **Team Access Group** settings. This article shows you how to adjust those permissions so team members can view all or specific clients.

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## Prerequisites

- Admin access to **Team Settings** in the Hapana Core platform
- Understanding of which team members or roles need visibility updates

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## Scenario

> A staff member logs in and sees no clients—or only a few—in the Clients tab.

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## Solution: Update Team Access Group Settings

Follow these steps to review and configure visibility permissions:

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### Step 1: Log in to Hapana Core

- Go to [core.hapana.com/login](https://core.hapana.com/login)

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### Step 2: Navigate to Team Settings

- Click your **Business Name** in the top right
- Select **Team Settings** from the dropdown![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441685336_6eb13202_image-20250514093308-7-1.png?width=1541&height=911&name=1759441685336_6eb13202_image-20250514093308-7-1.png)

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### Step 3: Open Team Access Groups

- Click the **Team Access Group** icon![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441686606_ffa207f8_image-20250514093357-8-1.png?width=1541&height=911&name=1759441686606_ffa207f8_image-20250514093357-8-1.png)

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### Step 4: Edit the Appropriate Access Group

- Click the **pencil icon** next to the team group you want to update![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441687894_59635f0d_image-20250514093449-9-1.png?width=1541&height=911&name=1759441687894_59635f0d_image-20250514093449-9-1.png)

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### Step 5: Go to Contact Permissions

- Click the **Contacts** tab in the Team Access Group window![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441689189_9d68806a_image-20250514093543-10-1.png?width=1541&height=911&name=1759441689189_9d68806a_image-20250514093543-10-1.png)

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### Step 6: Modify Client Visibility

- Click the **pencil icon** next to **Clients** under Contact Access![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441690472_e7ed53bc_image-20250514093608-11-1.png?width=1541&height=911&name=1759441690472_e7ed53bc_image-20250514093608-11-1.png)
- In the popup: 
    - Select **All** clients (recommended), or
    - Use checkboxes to allow access to specific clients only![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441691738_029afdc7_image-20250514093726-12-1.png?width=1541&height=911&name=1759441691738_029afdc7_image-20250514093726-12-1.png)

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### Step 7: Save Your Changes

- Click **Save** to apply the new visibility settings![Article image](https://support.hapana.com/hs-fs/hubfs/Knowledge%20Base%20Import/1759441693063_82844bca_image-20250514093744-13-1.png?width=1541&height=911&name=1759441693063_82844bca_image-20250514093744-13-1.png)

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## Expected Outcome

The selected team members will now be able to view the clients you’ve made visible to their access group. Changes take effect immediately upon saving.

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## FAQs

**Q: Do I need to update this for each team group?**

A: Yes, each Team Access Group controls visibility separately.

**Q: Will this impact what clients can see?**

A: No, this setting only affects internal team visibility, not the client-facing experience.

**Q: What happens if I don’t assign any clients to a group?**

A: Members of that group won’t be able to see any clients in their dashboard.

---

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