Manage Staff-visible Clients from a user record

A user's Access → Organizations view shows Clients visible through their Staff relationships. Adding or removing a Client here changes an organization assignment, which can affect every Staff member of that organization.

Use these controls as a global administrator. The selected user must have an eligible Staff relationship with the chosen organization, including supported Owner or Manager Staff relationships. Ordinary membership alone is insufficient.

Inspect the assignment

1. Open Admin → Access → Users and select the account.
2. Open Access → Organizations.
3. Find the Organization Staff clients section.
4. Check the Person and organization together.
5. Use search and the section's Previous and Next controls when needed.

The same Person can appear through more than one organization. Removing one assignment does not remove other relationships or delete the Person.

These rows do not represent private grants to just the user whose account is open. Review the organization before changing them.

Assign a Client

1. Select Assign client.
2. Choose the Managed organization through which the selected user should see the Client.
3. Use Find client and select the intended Person from the Client choices.
4. Review both selections, then select Assign client.
5. Check the refreshed list and the organization's Clients.

The picker has separate organization and Client pages. A selected identity can remain selected when you search or page elsewhere; check the displayed selection before saving. Changing the organization clears the Client selection.

An already-assigned Client cannot be added again through the same organization. If Assign client is unavailable, check the user's Staff membership first. Being a global administrator yourself does not give the selected user Staff access automatically.

Remove Client visibility

Use the Client row's Remove action. The confirmation names the Person and organization and warns that the organization-owned assignment may affect every Staff member. Confirm Remove client only for that intended assignment.

This can also end the Client's qualifying personal organization role License, depending on the Person's account link and remaining qualifying assignments. A separate License or access relationship can remain.

To remove only one Staff member's organization access, review that person's membership instead. The Client removal control does not make a private exception for one Staff member.

If the change fails

Read the error and refresh the account. Membership or assignment may have changed elsewhere. If the result is uncertain, inspect the organization's Clients before repeating the action. For normal organization management and invitations, see Organization Clients.