If you want to restrict staff members from viewing all customers but still want them to manage specific customers, you can assign them as Customer Admins for specific customer profiles.
Steps to Assign Customer Admins:
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Navigate to Customer Profile:
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From the admin area, go to the Customers section and select the desired customer profile.
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Access Customer Admins Tab:
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In the customer profile, click on the Customer Admins tab.
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Assign Admins:
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Click the Assign Admin button.
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Select the staff member(s) you want to assign as admins for this specific customer.
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Save Changes:
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After selecting the appropriate staff member(s), click Save to apply the changes.
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Result:
The staff member(s) you assigned as admins will now have access to view this specific customer and its related menu items, even without having the VIEW permission for all customers. This allows staff to manage only the customers they are assigned to, while maintaining restricted access for others.