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Data Visibility

Customise and manage what your users see on their screens

Louis Magalogo avatar
Written by Louis Magalogo
Updated over 3 months ago

Data visibility allows organisation administrators to customise what information your users see on client screens. There are three major screens that you can now customise:

  1. Adding and editing clients' screen (which also includes inviting a client)

  2. Client overview screen

  3. Client records screen

To change data visibility:

  1. Navigate to Administration via the Switcher

  2. Select Client Settings from the menu

  3. Select Data visibility

  4. Toggle the options that you want to make visible or hide from the respective screens

  5. Click Save to confirm your choices

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