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How To: Manage Client User XBert and Task Visibility
How To: Manage Client User XBert and Task Visibility

For selecting what you want the client to have visibility of when using XBert.

Soraya Brown avatar
Written by Soraya Brown
Updated over a week ago

Each Client has an individual Client Console that lists their XBert, Tasks, and individual Reports.

Some settings can set what visibility client users have when they log in to XBert.

*If you have the "Hide XBerts/Tasks" settings turned on for a client in their Client Console, it will hide certain reports from the clients in the Client Console.*

It affects these client reports:

  • Data Quality

  • Health Check

  • Estimate Accuracy

On the Clients board, go to the Client Settings page. This is the third page option on the left side of your screen

From the Client User XBert/Task Visibility columns, click Hide to hide XBerts and Tasks from Client Users.

(If "Hide" is on, then it hides them unless it was created by a client user or is currently assigned to any client user.)
Click Show to show XBerts and Tasks to Client Users.

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