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Administration Client Search
Administration Client Search

Reviewing Team Access for clients

Updated over a week ago

The Search clients screen within the Administration menu provides a way to review clients added to Noted and see the teams that they currently belong to.

  • Click Assign teams on a client to make adjustments.

  • Filter the clients by choosing the options that appear next to the words “Clients” and “Created in”

Finding clients in no teams

  • By default, any new client added to Noted must belong to at least one team. Organisation administrators can bypass this rule to remove all teams from a client via the Search clients screen.

  • When a client does not belong to any teams, no user can find them in the app, except for organisation administrations from the Search clients screen

  • To check for clients not in any team, use the Search clients screen to select clients not in and Any team from the selection controls. The Assign Teams button can then be used on any clients that are found missing teams by mistake.

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