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Restrict a client to their own numbers
Select the client’s numbers so other clients managed in the account are not included.
Before you start
- Be the account owner or a Manager with access to the Team page.
- Identify which numbers belong to the client before saving.
Step by step
Open Team > Members and edit the person receiving access.
Under Allowed numbers, choose Selected only.
Select at least one number and include only that client’s numbers. Check each name and phone number.
Review the allowed pages and role, then save.
Check that the Numbers column shows the selection instead of All numbers. Reopen the record and verify the checked items.
Check your result
The member is associated with the selected numbers.
What you need to know
- All numbers is appropriate for someone allowed to access the whole operation. Do not use it for a client who should only see their own numbers.
- Do not save Selected only with no checked numbers: an empty list means all, not none.
- Restricted managers can only grant numbers within their own scope.
- Number restrictions and the Hub assignment rule are separate; configure both when needed.