Access Groups (Restrict what member's see in INBOX by client)

NEW FEATURE: Access Groups

Assign clients to members in bulk

Access Groups are named lists of clients. Build a group once, assign it to the people who need it, and update it in one place when your client list changes.

What you get:

Go to Admin → Members → Access Groups to create, rename, and delete groups. Each group has a Clients tab and a Members tab.

Mix groups and individual picks. On a member’s Client Access card, choose All clients or Only specific clients, then combine groups with individually chosen clients. Clients that come from a group show as locked and name the group that granted them.

Admins keep full access. Admins always have access to all clients.

Guardrails before you save. A restricted member can reach up to 1,000 clients. Thread checks this before you save and blocks changes that would go over.

📘 Read the member client access guide