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Applying access rules to a group session record

Updated over 10 months 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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