You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
Home > FAQs > Troubleshooting - Unable to see Clients in Core
Troubleshooting - Unable to see Clients in Core
print icon

Scenario: There are no visible clients and/or only some clients are visible in the Client dashboard.

Solution: Client profile visibility is controlled by team access group levels. These settings need to be configured in order for specific staff members to be able to see all/selected clients. 

 

See below step by step guide on how to configure Team Access Group settings.

 

Feedback
0 out of 0 found this helpful

scroll to top icon