Take the following scenario for example:

Supervisor A, Members a1; a2; a3
Supervisor B, Members b1; b2; b3

Set A as a group and B as a group
 > Go to [Settings > Account > Group > Add]






Once done, you can set the [Share Data with] when you import customer information.
a1 can now set their customer data to only be viewable by Supervisor A and members of a1.
a2 can now set their customer data to only be viewable by Supervisor A and members of a2.
a3 can now set their customer data to only be viewable by Supervisor A and members of a3.


Same goes for the members in Group B.
To control individual access permissions defined by roles, have the system administrator go to [Settings] to set [Preference settings]. In the future, the system will automatically restrict accounts to access permissions given to their assigned roles.

※ Recommendation: If you want to set permissions for customer data, please remember to set corresponding tags for customers, therefore system administrators can easily identify clients of the individual groups.