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Restricting access to a whānau
Restricting access to a whānau

Grant access to whānau for specific teams

Updated over a week ago

In Noted, you can grant access to a whānau for a team. This means that certain teams can see the whānau, its members and sessions, while others will see that the whānau is restricted.

To add access controls to a whānau:

  1. Navigate to client records via the switcher

  2. Click on Whānau

  3. Click on the whānau you wish to add access controls then click edit whānau, or create a new whānau

  4. Under access control assign the team(s) you want to allow access to the whānau

  5. Click confirm restriction

  6. Click Finish to save changes

NOTE: You have to be a part of the team that you want to allow access to the whānau

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