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Client Safe Mode

Article author
Nicole
  • Updated November 04, 2020 21:38

Client Safe Mode will hide certain financial data in your account, ideal for when your client is sitting beside you at your computer.  You can enable and disable the Client Safe Mode by clicking on the padlock icon in the top right of your account here:

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  • Automatically Keeping Track of Expenses in Táve
  • Admin vs. Non-Admin User Permissions
  • Using the Client Portal

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Articles in this section

  • Using Notes on a Lead or Job
  • Automatically Keeping Track of Expenses in Táve
  • Client Safe Mode
  • Admin vs. Non-Admin User Permissions
  • Payments and Expenses
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