Noted

The client email and phone number fields can now be found under Personal details

Client contact fields have moved

Client key worker requirement now only affects active clients

Required client key worker update

Key workers can now be added directly to whanaunga āwhina

Key workers on whanaunga āwhina

Tags now have their own top level administration page

Client tag administration has moved

Tags can now be added directly to whanaunga āwhina

Tags on whanaunga āwhina

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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