Short answer
Open Accounts, Permissions and edit the office group the staff member is in. Under Business lines this group can see, choose Only some lines and tick the lines they work in, then save. They see only the people in those lines, everywhere in the app, and pages that cover the whole agency, such as Billing and Payroll, are not available to them.
Step by step
- Open Accounts, then Permissions.
- Edit an office group, or create one for this team, such as Dispatch.
- Under Business lines this group can see, choose Only some lines.
- Tick the lines they work in and save.
- Add the staff member to the group.
Good to know
- Owners are never limited. The limit applies to office users only.
- Also not available to a limited user: email blasts, scheduled reports, workflows and messages to everyone at the agency. Messages to people in their lines still work.
- Opening someone outside their lines by a link says so plainly, and search leaves those people out.