If you can’t see a client but other staff can, it’s usually linked to area access. Both the client’s area and the user’s access settings must match.
⚠️ Important: To follow the steps, you must have access to all areas.
Check which area the client is in
To check which area the client is in, follow these steps:
Click Client.
Click on the client.
Check which Area is selected for the client.
Check the user has access to the area
Click Setup.
Click Users.
Click on the user who can’t see the client.
Click Access areas.
Check the required areas are selected.
Select any missing areas if needed.
Click Save changes.