1. Feature overview
The Dashboard page access control feature allows practitioner to hide specific dashboard pages from clients. This is particularly useful for protecting sensitive information such as salary details or other confidential accounting data.
By customizing the visibility of dashboard pages, you can:
- Ensure data confidentiality
- Provide a cleaner, more relevant client experience
- Manage access rights easily and independently
This gives you full control over what each client or group of clients can see.
2. How to hide a page from a client
Follow these simple steps to hide or show pages on the client dashboard:
1. From the Dashboard, go to the bottom-left menu.
2. Click on “Page Management”.
3. You’ll see the full list of available dashboard pages.
4. Click on the eye icon 👁️ next to a page to hide it.
5. When the eye icon is crossed out, the page is hidden from the client.
6. Click the icon again to unhide the page.
⚠️ Changes take effect immediately. Clients will only see the pages that are visible according to your settings.