Client Access Control.
Role-based client visibility with team assignments and individual overrides. Owners and admins see everything. Managers and members see only the clients assigned to their teams — plus any individual access grants.
What you get
Role-based visibility for clients and data
Team assignments with individual overrides
Owners and admins have full access
Managers and members see only assigned clients
Try Client Access Control
Included in every Earnest plan. No feature gates.
Start free trial