Restrict access to companies on your agent list


Can we restrict users from accessing certain Company, Trust or Superfund profiles?


Yes. You will need to contact support at with a list of the entities you want restricted and the names and email addresses of the users who will still be allowed access.

Once this has been received, we will update the access permissions for those users on your behalf and then they will be the only users who can access these particular entities.

Anyone who does not have access permission, will not be able to search for the entity in the platform.

Was this article helpful?
11 out of 21 found this helpful
Have more questions? Submit a request