Whether a close friend or family member, occasionally it is appropriate to restrict a user’s access to a client within Noted. With user access, you can specifically block an individual user from having access to a client’s information beyond their name and date of birth.
How to Limit Users:
The restriction is applied to an individual client. Only users who have the privilege to edit client access can apply or change these rules.
From your Dashboard or the Clients screen, search for and select the client you would like to add a limited user access rule
Click Edit client and, from the left-hand menu, scroll down and select User Access
Search for and select the individual user(s) you want to limit access
Then click Limit Access to confirm