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How to Show or Hide Client Details from Staff.

Updated over 11 months 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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