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
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Drops you straight into the relevant screen with sample data.
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Included in every Earnest plan. No feature gates.
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