Limit or Update Staff Permissions

💡 You can control access permissions and visibility settings in GMM to restrict certain users or staff members from viewing specific conversations, appointments, or other data, as well as to ensure that users can only access conversations they are assigned to.

🍿 Video Walkthrough

  1. Navigate to Settings at the bottom of the left hand menu

  1. Select My Staff

  1. For the user that you want to update permissions for, click the pencil/edit icon to the right of their name

  1. Scroll down and Click User Permissions

  1. Select or Deselect anything you want them to have/not have access to (anything not selected, they will not have access to see)
    1. Note: If you click "Only Assigned Data", they will only have access to see appointments, contacts, and conversations they are assigned to

  1. Scroll down to User Roles
    1. Note: If you are limiting permissions for a user, make sure their role is "user" and not "admin"

  1. Click Save

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