All Clients section access rights

The All Clients section displays information about all clients who have visited the company.

Access setup includes granting/removing permissions to view data and delete clients, as well as to create, view, and edit comments.

For example, an administrator may not see phone numbers in the client list or client profile, may not be able to delete clients or export the list to Excel, may add and view comments, but may not edit or delete them.

Here you can also set a permission so that an employee sees only the clients who have visited that specific employee.

Setup #

1. Go to Settings > Team, select the required employee, and open the Access tab.
2. Find the required permission section and enable it using the toggle, then click the All Clients section name and enable the specific permissions you want to grant the team member.
3. To save changes, click Save in the bottom-right corner.
   
   

More details about each permission #

1. Show phone numbers and email addresses in the client list

Enable this option so the team member can see clients’ phone numbers and email addresses in Clients >All Clients.

2. Show phone number and email address in the client profile

Enable this permission so team members can see the client’s phone number and email address inside the client profile.

3. View the client’s last name and patronymic

If the Last name and Middle name fields are enabled in Appointment Calendar settings, enable this option so the team member sees them in full.

If the permission is not granted:

• the middle name will be hidden,
• the last name will be shown in abbreviated form (e.g., Elvira A.).

This permission affects how the client’s last name and middle name are displayed in all Altegio sections, not only in the client database.

Edit the client’s last name and middle name

Allows a team member to view, add, and edit the client’s last name and middle name. Works across all Altegio sections.

Important

In the appointment card in the calendar, only the first name and the first letter of the last name are shown by default — regardless of access settings.

4. Edit client data in the client profile

Allows editing almost all client data. Exceptions: Comment and Note — these are controlled by separate permissions.

To edit the phone number and email, the team member also needs the permission Show phone number and email address in the client profile.

5. View the client’s loyalty list

Grants access to the Loyalty tab in the client profile. The team member will be able to see data on loyalty cards, promotions, memberships, and gift cards.

To change this data, you also need to configure additional permissions in the Loyalty block.

6. View note

Allows the team member to see the note in the client profile, without being able to edit it.

Edit note

Allows editing the note in the client profile.

7. Delete clients

Allows the team member to delete any clients from the database.

8. Export the client list

Allows exporting the entire client list to Excel. To restrict export access, simply don’t enable this permission.

9. View comments

Allows the team member to see comments in the client profile, without being able to edit them.

10. Add comments

Allows adding new comments in the client profile. For the employee to also see existing comments, you must enable View comments.

11. Delete own comments

Allows the team member to delete only their own comments in the client profile. This also requires View comments; otherwise, comments won’t be available.

12. Delete other team members’ comments

Allows deleting comments left by other team members. As with the previous item, this requires View comments.

13. View and download files

Grants access to viewing and downloading files on the Files tab in the client profile.

Upload files

Allows uploading new files to the client profile.

Delete files

Allows deleting files attached to the client profile.

14. View client custom fields

Allows the team member to view any custom fields created in the client profile. These fields can be added in the chain interface or in the location’s online booking settings.

Edit client custom fields

Allows filling in and editing custom fields in the client profile.

Show clients

Defines which clients the team member will see in the client database: all location clients, or only those who have visited that specific team member.

15. View client visit history

Grants access to the Visit history tab, where the team member can view the list of all client visits. To open a specific appointment, the team member also needs access to the Appointment Calendar and the booking window.

16. Accounts

View accounts

Allows viewing the client’s personal accounts on the Client accounts tab, but without access to transaction history or the ability to open/top up accounts.

Open account

Allows creating new personal accounts for the client, but without the ability to top them up.

Top up account

Allows topping up existing accounts.
However, this permission alone isn’t enough — topping up also requires payment/financial transaction permissions: Booking window > Process payment, or Finance > Cash flow > Create transactions.

View account transaction history

Allows viewing the movement history for the client’s personal accounts.

17. Configure loyalty programs

Allows the employee to configure loyalty programs at the branch level in Clients > Loyalty Program.