Client setting
Restricted users
Senta by IRIS has an option to restrict practice users, so that they can only work with certain clients - it's ideal for subcontractors or external agency staff.
This feature will allow you to set practice users as "restricted" users. This means that he or she can only see certain clients -- the ones where they have a role on that client, e.g. account manager or a specialist role.
Restricted users are also only able to view tasks assigned to them if they are the account manager or specialist for a client. The practice outbox is not available to restricted users.
Go to Settings > General settings > Extras and turning on the restricted users option.
You can set users to be restricted by going to Settings > Users > Click on a user. From here select restricted user from the dropdown role menu.
Deactivate or reactivate a user
If you decide you no longer need one of your practice users on Senta, you can deactivate their user profile. Please note that deactivating user will disable their access to Senta but it will not delete any of their past activity, notes, the time recorded etc.
Once a user has been deactivated, they will be logged out of all active sessions.
Deactivating a user
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Go to Settings > Users and select the user you wish to deactivate
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Select Deactivate. Confirm the deactivation.
Reactivating a user
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Go to Settings > Users and select the Deactivated users tab.
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Choose the user you wish to reactivate. Select Reactivate and confirm.
You will see the settings for that user. At the top of the page is a button to reactivate them.