If you use a custom search based on your name as key worker to view your caseload, you may need to delete and recreate it once Team Access Controls is switched on for your team, so it includes your team as well as your name.
How to delete your custom search
Go to Client records > Clients on the left-hand side of the screen.
Click the three dots (...) next to your custom search.
Select Delete.
Select YES to confirm.
How to recreate your custom search
1. Go to Client records > Clients on the left-hand side of the screen.
Select "Add Custom Search".
Enter a name for your custom search, then click Next.
Click Add Filter and choose Key Worker in Teams.
Search your name.
Select your team.
Click Finish.
