How do I hide a team member from the policyholder’s view?

Updated 4 weeks ago by Jennifer B.

As the team member is being added to the project

  1. Click Team Members in your Main menu.
  2. Click Add team member.
  3. Select the type of team member you are adding to the project.
  4. Enter the team member's information or select them from the drop-down menu.
  5. Select the Hide from policyholder tick box.
  6. Click Add.

After the team member has been added to the project

Option 1

  1. Click Team Members in your Main menu.
  2. Click the vertical ellipsis (vertical ellipsis button) on the contact card of the team member you want to hide.
  3. Select Hide from policyholder.
  4. Click Yes in the confirmation dialogue box.

Option 2

  1. Click View all in the Team Members card on your desktop.
  2. Click the vertical ellipsis (vertical ellipsis button) on the contact card of the team member you want to hide.
  3. Select Hide from policyholder.
  4. Click Yes in the confirmation dialogue box.


How Did We Do?


Powered by HelpDocs (opens in a new tab)