Prevent staff members from reading other staff's clients

[Javier NanniParticipant]

It’s great that Staff Member A can’t see appointments assigned to Staff Member B. Yet Staff Member A can log in and see the whole client list, including clients that don’t belong to him.

I need to make sure that each staff member has access only to clients (in the Clients admin menu) that have made an appointment with that staff member.

I tried using the User Role Editor plugin with no success. Any ideas of how to fix it?

[JenniferKeymaster]

Hi Javier,

Unfortunately there is no way to distinguish one staff member’s clients from another’s. All clients info are shared by all service providers.

[Javier NanniParticipant]

Oh no, that sucks 🙁

No hack to fix that?

Assuming there’s no way to change that, here’s my follow up question:
When I log in as a staff member, go to Calendar and click an appointment, I get the option to modify the date, the client, and add a new client.

Is there any way to either A) remove the option of adding a new client (only for staff members) or B) hiding the “Search for an existing client” field?

This is the screen I’m talking about

[Javier NanniParticipant]

PS: also, is there any way of hiding the “Search for an existing client” field when the staff member is in the “Add new appointment” screen within the dashboard?

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