How do I hide a team member from the policyholder’s view?
As the team member is being added to the project
- Click Team Members in your Main menu.
- Click Add team member.
- Select the type of team member you are adding to the project.
- Enter the team member's information or select them from the drop-down menu.
- Click the Hide from Policyholder check box.
- Click Add.
After the team member has been added to the project
Option 1
- Click Team Members in your Main menu.
- Click the vertical ellipsis (
) on the contact card of the team member you want to hide.
- Select Hide from policyholder.
- Click Yes in the confirmation dialog box.
Option 2
- Click View all in the Team Members card on your desktop.
- Click the vertical ellipsis (
) on the contact card of the team member you want to hide.
- Select Hide from policyholder.
- Click Yes in the confirmation dialog box.