When creating user logins and setting team permissions, you can adjust permission levels to suit your needs, including whether team members are able to see client contact information.
- Go to Business settings and select Permissions.
- Scroll down to Can see client contact info and click under the user permission level you’d like to grant access to. We recommend only granting access to high permission team members only.
- Save changes.
Once a team member is given any level of access, they will receive an email to create their own login password.
PRO TIP: An email can only be used once on Fresha. If their email is added to another Fresha Partner account then you won't be able to give them access under that same address. Team members will either need to use a different email or contact us at firstname.lastname@example.org so we can help free up their current one.
NOTE: Client contact details are always visible within the Analytics section, even for users with Can see client contact info disabled.
What can team members see?
By removing a team member's access to client contact information, they will see a simplified view of client details throughout Fresha.
Team members without access to Can see client contact info will only be able to see the following:
- The client's first name and the first letter of their last name.
- The first 4 letters of the client's email and the last 4 digits of their mobile number.
This reduced visibility is applied at the appointment level when using the search function and on the calendar.
NOTE: Team members without access to see client contact info cannot edit client profiles but can create new clients and search for clients by mobile and email.
We do not recommend giving a team member or administrator access to the Business settings area unless absolutely necessary, as this can include sensitive information relating to your business and Fresha account.
We also strongly recommend that you do not share your account login details (email, password) with other team members. No employee at Fresha will ever ask you for your login information or password.