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Choose which clients a team member works on

On Studio+, limit an Employee to the clients you pick, instead of every client.

For owners and managersOn Studio+

On Studio+, you can give an Employee only some of your clients: a freelancer who handles two of them, say. They see those clients and nothing of the rest, anywhere in lmnts. Admins and Super Admins always see every client.

When you invite them

  1. Step 1: On the Invites tab, choose Employee as the Role.

  2. Step 2: Under Client access, leave Can see all clients unticked.

  3. Step 3: In the list that appears ("Pick the clients this person can see."), tick each client they should work on.

    The Client access part of the invite form, with Can see all clients unticked and Bloom Coffee Co. and Summit Outdoor ticked in the list of clients.
  4. Step 4: Click Send invite.

Tick Can see all clients instead to give them every client, including any you add later.

For someone already on the team

  1. Step 1: Point at your picture at the top right, click Team, then Edit beside the person.

  2. Step 2: Untick Can see all clients and tick the clients they should work on. Or tick it to give them every client.

  3. Step 3: Click Save changes. The change applies straight away.