Restricting Client Deletion Permissions

The system allows you to control employee permissions for managing clients, enabling you to prevent users from permanently deleting clients, even if they are granted edit or delete permissions within role settings.

To apply this restriction, follow these steps:

1. From the main menu, click “Employees”.

2. Select “Manage Employee Roles”.

3. Choose the role you want to edit.

4. Within the role settings, go to “Blocked Pages”.

5. Add the following paths:

   • owner/clients/delete_client/

   • v2/owner/entity-bulk-delete/client

6. Save the changes by clicking “Submit”.

This will restrict the ability to delete clients for that role while retaining the option to edit or view client records.