{"id":561,"date":"2024-12-02T16:22:41","date_gmt":"2024-12-02T23:22:41","guid":{"rendered":"https://www.sharedkey.com/help/?p=561"},"modified":"2025-04-30T16:33:40","modified_gmt":"2025-04-30T22:33:40","slug":"member-access","status":"publish","type":"post","link":"https://www.sharedkey.com/help/member-access/","title":{"rendered":"Member Access"},"content":{"rendered":"\n

Um den benutzerdefinierten Mitgliederzugang für Ihre Registerkarte \"Finanzen\" auszuwählen, fahren Sie mit dem Mauszeiger über \"Einstellungen\" in der oberen rechten Ecke. Klicken Sie dann im Dropdown-Menü auf \"Mitgliederzugang\".

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Auf dieser Seite kann nur der Vermögensverwalter bearbeiten, welche der Finanzregisterkarten jedes Mitglied sehen kann.

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Der Administrator kann bestimmte Kästchen ankreuzen, um verschiedenen Mitgliedern die Berechtigung zum Zugriff auf bestimmte Registerkarten zu erteilen. Sie können allen Mitgliedern vollen Zugriff gewähren oder die Ansicht für einige Mitglieder einschränken.

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Klicken Sie auf die grüne Schaltfläche \"Speichern\", um die Änderungen zu bestätigen.

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To select custom member access for your Finances Tab, hover your cursor over “Settings” in the top right corner. Then from the dropdown menu, click “Member Access”. On this page, only the property Administrator has the ability to edit which of the finances tabs each member can view. The Administrator can check specific boxes to… Read More

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