PlexTrac allows for role-based access controls at the client level. This enables teams to grant users to access only the clients they need with the privileges they need to accomplish their tasks.
Step 1: Navigate to the "Clients" view
Step 2: Click the "Client Details" button of the Client to which to add a user
Step 3: Scroll to the bottom of the page and click the "Add / Authorize User" button
Step 4: Complete the form and click the "Authorize" button