Objective:
To implement new safety measures to protect company data, specifically by managing access to the newly updated Clients tab and the ability to create and view targeted audiences.

Background:
With the recent update to the Clients tab, users can now 'drill down' into client data and create targeted client lists. Previously, a client list with 12,000 entries was not very actionable, but with the new update, users can filter and extract valuable information. This poses a potential risk if sensitive data falls into the wrong hands.

Current Situation:
Turning off client list access is not a viable solution as it would hinder essential front desk operations, such as searching for a client via the top navigation bar and merging client records, both of which are daily tasks.

Concern:
While a complete client list might not be highly useful, a single client's data is typically harmless. However, a targeted audience list compiled from filtered data could be detrimental to the business if accessed by unauthorized individuals.

Request:
To mitigate this risk, please make the "Filtering/Audience Creation" and "Audience Viewing" features toggleable within Privilege groups. This will allow us to control which users can access these functions without disrupting their ability to perform essential tasks.

Thank you for considering this request.