Businesss Center makes it easy to manage your staff and their clients, but sometimes you just want to focus on the work you are doing. You can use the toggle to view all clients or only those assigned to you. This guide will show you how.

Locating the Team View/My View Toggle

The Team View/My View will appear in the top right corner of every screen in Business Center. Note that it will only appear for the following staff roles:

• Admin
• Manager
• Collaborator

It will not appear under:

• Marketer
• User

To toggle between the Team View and My View views, all you need to do is click on the toggle. The view will switch based on which words are bolded in the toggle.

What Appears Under Team View

When in Team View, you will be able to see all clients in your Business Center, as well as all of their appointments, invoices, documents and other items, regardless of what staff member they are assigned to. If you are trying to look up an item for a client that is assigned to one of your staff members, this is the view that you need to be in.

What Appears Under My View

When you are in My View, you will only see clients that are specifically assigned to you. Any other client in your system, along with their invoices, appointments, payments, and other items, will be hidden. You can use this view to narrow your results to clients you are directly working with. 

Troubleshooting FAQ

A Client/Invoice/Payment/Appointment I am searching for is not appearing in my search results?

The Team View/My View Toggle is the most likely cause of not being able to find an item in Business Center. If your search is unsuccessful, the first place you should look is the toggle, and ensure that you are in Team View mode. If the toggle does not appear and you can't find your client, you will need to ensure with your Admin that the client is assigned to you.

If I change the toggle to either Team View or My View, will it default that way the next time I log in?

Yes. The toggle will default on the next log in to the position it was in when logged off. If your intent is to switch to My View on a temporary basis, make sure you set the toggle back when you are done working to avoid confusion the next time logging in.

Does switching between Team View and My View affect my view in other Centers? 

No, the Team View/My View toggle only affects Business Center.

For further questions on Staff Permissions, please read the article Here.

Want to know about how other business owners are managing their staff in Business Center? Ask our User Community!