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Applying access rules to a group session record
Applying access rules to a group session record
Updated over a week ago

Similar to adding access rules to client records, you can grant or deny access to session records within Group sessions.

To add access rules to a group session:

  1. Navigate to the session record you wish to update or create a new session record

  2. Click Edit access and add a team or individual user

  3. Select whether they are granted or denied access, then click the Add access rule to save

  4. When finished click Close

NOTE: If you don’t see “Edit access” your user may not be included in a Role that has this privilege. Discuss this with your Administrator.

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