itonewbie
Level 15

You can't.  The only way is to disable access of the other staff to that particular client (not return) by following the instructions in this article.  The lack of granular or dynamic access control is one of the shortcomings of PTO.

https://proconnect.intuit.com/community/help-articles/help/how-do-i-manage-user-permissions-in-proco...

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Still an AllStar