Forms are great to use in your business but hold private client information, you may want to limit the staff that view this.
This can be done by:
- Selecting the Account Menu
- Click on the Security Tab
- Press Employee Security Groups
- Select which Group you would like the change
- Edit the Options Available
![](https://clientdiary.com/wp-content/uploads/2022/11/ClientDiary_Forms-Staff-Security.png)
- Press Save
These steps assume you have set up Security Groups, if not have a look at this.
By now toggling the options in the Security Groups, you are able to stop staff from viewing the client’s information.
![](https://clientdiary.com/wp-content/uploads/2022/11/ClientDiary_Form-Security-on-Form.png)
For more information on the Forms, please see ourĀ Forms Overview.