Access to confidential records can be granted or denied by using Access controls. This also includes records for Groups and Whānau.
Adding access rules to a client or session record
Navigate to the record you wish to update or create one
Click Edit access and add a team or individual user
Select whether you are granting or denying access, then click the Add access rule to save
When finished click Close
NOTE: If you don’t see “Edit access” your user may not be included in a Role that has this privilege. Discuss this with your Administrator.