How to Restrict a User’s Access to a Specific Office

Where a user only requires access to clients associated with a specific Office, a dynamic filter can be added to restrict the clients that user can see.

1. Within Admin Centre > Users select the user you would like to restrict.
2. From the left hand menu select Client Restriction.
3. Click the option Advanced client selection (Data Mine) and click the Data Mine button.
4. Click Add Condition to open the list of options you can filter by.
5. Select Office and click Choose.

You can then select the office you want to filter by.