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How to Show or Hide Client Details from Staff.

Updated over 3 weeks ago

You now have control over whether staff can view client details in the mobile app when accessing jobs theyโ€™re mobilised to. This is ideal for maintaining client confidentiality when needed.

How It Works

  • Go to Settings > Job/Project Settings

  • Find the "Show Client Details to Staff" toggle

  • Leave it on to make client details visible

  • Turn it off to hide them from staff on the app

You can also override this setting per job during creation or editing, giving you more flexibility on a case-by-case basis.

Example with client details visible:
This is how the job will appear to staff when client details are enabled.

Example with client details hidden:
This is how the job will appear to staff when client details are disabled.

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