Customer Management

My Customers

Customer Details

Select a customer to view details.

Customer Files

Select a customer to view files.

Assign Employees (access to this customer)

Select employees to grant access to this customer. Admin/Manager always have access. High-level employees (>6) can read all customers by default (DB RLS).

Select Customers (multi-select)

Tip: Hold Ctrl/Cmd to select multiple customers. Save will grant selected employees to ALL selected customers (append-only).

Employees

Tip: Hold Ctrl/Cmd to select multiple.