Restricted access

The Restricted Access feature in Locata Pro enables managers to control visibility over certain applicants or clients, ensuring that only authorised staff members can access their applications. This article will guide you through adding Restricted Access to your users and using tasks to manage client visibility effectively.

TABLE OF CONTENTS

• Adding restricted access to a User
• Adding restricted access to a Client

Adding restricted access to a User

To add restricted access to your staff members accounts, follow these steps:

1. In the left side menu, select 'settings' and then click 'Users'
2. Find and select the user
3. On the right side select 'Permissions'
4. From here you can give or remove access to restricted clients by using the 'Access to Restricted Clients' permission.

Adding restricted access to a Client

To restrict access on a Clients application/ case:

1. Select 'People' in the left side bar menu and search for your client
2. Once in the application, select the 'People tasks' tab
3. Click on the 'add new ad-hoc task' icon
4. Select the restrict access task
5. Click 'yes' to restrict access to the application.

This is what a user will see if they try to open a restricted application.