Skip to main content
Privileges and features

What do the privileges and features mean?

Updated over a week ago

The roles you create can have different privileges or features assigned to them, here are some examples:

Privileges

  • Override access - override access to records that have been restricted

  • Can change record access - edit access control for an individual record; granting or restricting access to users and teams

  • Can change client access - restricts users from accessing clients

  • Can amend records - take ownership of a record signed by another user and edit it

  • Can invoice ACC claims - can create ACC claims from records

  • Can create clients - add and invite new clients

  • Can manage PRIMHD reporting - access to the PRIMHD Reporting area

Features

  • Custom reports - access to custom reporting in Reports

  • Reports - can access the reporting area of Noted

  • Group management - can access and manage groups

  • ACC Billing - can access ACC billing

  • Scheduling system - can access and create appointments in the scheduling system

  • Relationship management - can create and view relationships between clients

  • Client custom searches - create and save dynamic lists in the client search area

  • Audit Trail - access the audit trail to audit your users

  • PRIMHD - can see the PRIMHD widget on the dashboard

  • ACC managed purchase orders - can create ACC managed purchase orders

Did this answer your question?