It is easy to restrict access to certain companies in your portfolio.

This can be useful if:

• You are the proprietor of a company who does not want other staff to see your details
• You have a client who insists that access to their records is restricted

Note: This feature is only available to users with a subscription. 

How do I start a subscription?

1. Go to 'Your Portfolio'. Click on the pencil opposite the sensitive company and select 'Assign users to company.'

2. This will bring up a list of existing users and the access they currently have. You can change their setting for this company.

3. To make it so that only you can see details for a certain company click the 'No access' option for all the other users. Then select 'Save changes.'

Note: An Administrator will always have access to all companies in a portfolio. If there is more than one Administrator you will need to change their role to Manager.