Manager users’ access to view and make changes to information in a client portal can be customized based on what the user should be able to see and do. In addition to users being permitted to only access certain features, visibility can also be limited to specific employees.

By default, new manager users are granted visibility to all employees in a client portal. If a user should only access information for specific employees, they must be designated under the user’s Employee Assignment.

This article explains how to customize a Manager-level user's access to view specific employees.

1) Select Settings in the navigation menu at the top and then select Users on the left navigation menu

2) Click on the Employee Assignment tab

3) Click the Select User dropdown menu and choose the user whose access you want to modify

4) Choose Employee Selection Criteria

Employee Selection Criteria determine how the User Employee List in the lower portion of the page is generated.

The first option will display employees that belong to any of the selected Levels.

The second option will display only those employees who belong to every one of the selected Levels.

5) Select Levels

6) Click the Save button

7) A message will display at the top of the page. Click OK to confirm your changes.

8) Now that the desired employees are displayed in the User Employee List, you can further specify which employees the selected user can access. 

To exclude an employee from the selected user’s view, unmark the checkbox next to the name of the employee(s) you want to disallow the user from viewing. 

Click the Update Employee List button. Only the selected employees will be visible to the user the next time they log into the client portal.