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To manage household access, follow these simple steps below:
1. Practice manager to Go to Lumiant
2. Search for your client> then click on the three action dots
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Should you wish to change the role of one of the team members who have access to the client, remove the staff users using the delete option and re-add them using the add staff option with a new role. We are looking at how best to manage role changes in the future and will continue to improve this function.
Further reading:
To learn more about managing your households, access our guide, How to Segment your Clients in Lumiant