Access Settings in Pabau allow clinics to protect sensitive client information while enabling collaboration where needed. With this feature, admins can manage individual or multiple client records, assign primary and secondary owners, and set access levels for your team efficiently.
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 "Bulk Manage" button on the top right corner.
Step 3: Configure Access Settings
The Manage Contact Access page is your central hub for managing who can view and edit client records, letting you set who can view and manage each contact record.
Search and Filters
Use the search bar at the top to quickly find specific clients. This helps you focus only on the records you need.
Selecting Clients
The first column lists all client names with checkboxes. Click "Select all [X] active clients" to select every client at once, or check individual clients to select them one by one.
Primary Owner
The Primary Owner column lets you assign the main owner of a client record via a dropdown. This person has full control over the client's information.
Who Has Access?
The Who Has Access column shows which staff members can view the client record. Hover over "Who has access?" to see more details on who can access it and why.
Access Levels
The Access column displays the client's current visibility, adjustable via a dropdown. Options include:
- Appointment – access granted by scheduled appointments
- Public – all team members can access
- Location – access limited to staff associated with the client's location
- Owners Only – primary and secondary owners only
- Team – follows team visibility rules
Switching Views
In the top right corner, toggle between two views:
- List: Shows each client with their Primary Owner, Who Has Access, and Access level in a simple table.
- Matrix: Shows each client's access level alongside every staff member, with a checkmark or cross indicating whether that staff member currently has access.
Bulk Actions
Once you've selected one or more clients, click "Bulk actions" in the bottom right corner. This opens the Choose action window, where you can apply a change to all selected clients at once:
- Transfer Primary Owner: Set a new primary owner for the selected clients.
- Assign Secondary Owners: Give additional staff access to the selected clients.
- Client Access: Change who can view the selected clients.
All updates are applied instantly and saved automatically.
By following these steps, you can efficiently manage client ownership and access across your team.
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.