How to Configure Default Client Card Access

In this article, we show you how to set up default client card access settings in bulk for your team in Pabau.

Step 1: Navigate to Team

Start by logging into your Pabau account using your login credentials. Then, navigate to Team, located in the left side-bar menu.

Step 2: Switch to the Visibility Tab

Once you're on the Team page, switch to the Visibility tab located at the top row. Then, navigate to the "Record Access Settings" button on the top right corner.

Step 3: Configure Client Card Access Settings

To set up the default client card access navigate to the 'Clients' section and click on the field to configure the settings.

Public: All staff members can view and edit client details.
Owner Only: Only admins and the owner can view and edit client details.
Team: Only staff members in the client owner's team can view and edit client details.
Anyone with Appointment: Only the staff member with an appointment with the client can view and edit their details.
Primary Location: Staff members at the client’s preferred location can view and edit their details.

Step 4: Save Changes

Once you've configured the default settings, click the Save button in the top-right corner to apply the changes to all users.

NOTE: If you need to make changes for a specific client, you can override the default settings. For more information on adjusting access settings for individual clients, check out this article.

By following these steps, you can configure the default client card access settings in Pabau.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.