Client Safe Mode

Client Safe Mode will hide certain financial data in your account, ideal for when your client is sitting beside you at your computer

Nicole avatar
Written by Nicole
Updated over a week ago

You can enable and disable the Client Safe Mode by clicking on the padlock icon in the top right of your account here:

Watch this video to see Táve in Client-Safe Mode, detailing the areas of the account that are hidden when Client-Safe Mode is enabled: 

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