Enhanced Privacy: How to Restrict User Visibility
We have introduced a new privacy feature that allows you to hide specific usernames from others within the system. This update ensures that your clients interact only with the profiles relevant to them, maintaining a secure and organized workspace.
Step-by-Step Setup Guide
Follow these steps to manage which users are visible to a specific account:
Access Settings: From the home dashboard, navigate to the Settings menu.
Manage Users: Within Settings, select the Users tab
Select a Profile: Choose an existing user to edit or select Create New User.
Adjust Visibility Toggles: You will see options to view all accounts, warehouses, and users. Switch the "View All Users" toggle to No.
Define Approved Users: Once disabled, a new Approved Users tab will appear on that user’s profile page.
Add Specific Permissions: * Click the selection box at the bottom of the page to see a list of usernames.
You can type directly into this box to filter the list.
Select the desired username and click Assign.
Repeat this process for every individual you want this user to be able to see. Once saved, their visibility will be strictly limited to your approved list.
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