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Create and Modify Access Level Permissions


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    Holly Lehman

    I've removed all "view" options under Customer Management, however when logged in as an employee Customer Name, Phone Number and past Appointments are visible.  This allows an employee to gather customer data prior to leaving the business.   We've had past employees calling our customers to recruit them to their new business.

    It is important to be able to create a role that doesn't have line of sight to our complete list of customers and contact info.  The User interface appears to provide this level of control, but when tested it doesn't seem to work?


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