Skip to content
English
Request Content
  • There are no suggestions because the search field is empty.

How to Restrict a User's Access to a Specific Client or Inquiry

Sometimes, it’s important to prevent a staff member from viewing a specific client’s account—for example, when a client is related to an employee. Lightning Step allows you to restrict user access on a case-by-case basis to help maintain privacy and handle conflicts of interest. Here’s how to set it up.

Step 1: Go to Configuration.

Image

Step 2: Select System Configuration.

Image

Step 3: Click User Administration.

Image

Step 4: Find and edit the user whose access you want to restrict.

Image

Step 5: Scroll to the Restrict Access section and expand it.

Image

Step 6: Choose the date range when the inquiry or client attended or was entered into the system.

Image

Step 7: Click the check box to activate restriction options.

Step 8: Select the relevant inquiry or client from the list.

Image

Step 9: Click the plus (+) sign to add them to the restricted list. You’ll see the client or inquiry name appear below. To undo a restriction, click the minus (-) button.

Image

Step 10: Review additional notes about access restrictions. Remember, this blocks most private information but doesn’t hide all evidence of a client’s presence—some details may still show in limited areas.

Image

Step 11: Click Update User to save your changes.

Image

Once saved, the user’s access to that client’s account is restricted. Most private details are hidden, safeguarding sensitive client information. For more details, check your organization’s internal documentation or contact the support team with questions.