Noted

Create Access restrictions, Sensitive Teams, view your organisations override log

Access Controls for Teams

Rachel Henare

Shani Lo

Louis Magalogo

How to setup and configure your organisation in Noted

Administration

How to create and update users within your organisation

Creating and managing users

User management

Setup and manage Teams to appropriately share confidential client records

Teams

Roles allows you to set multiple users’ privileges along with their access to features within Noted

Roles and Privileges

Roles 

Enter and update your organisation details, ACC settings and which features you use

Organisation settings

Organisation management

Update and configure your organisation’s settings for client information

Client information settings

Client tags provide a powerful tracking tool for your organisation

Client tags

Accurately record the reason a client changes between active and inactive states

Status changes

Specify what client information is required

Required fields

Record categories

Customise the content of your invitation to clients

Client invite

Letters

Configure the client overview for your organisation

Client overview

Customise the relationship types for your organisation

Relationship types

Assign tracking forms to Teams and reduce clutter for users

Tracking forms

Manage when to send client notification emails

Scheduling notifications

Customise and manage what your users see on their screens

Data Visibility

Access and update your billing information, change your subscription package, manage add-ons and view historic invoices

Accessing and updating your subscription information

Subscription information

Find answers and get help from Intercom Support and Community Experts

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Title

Track the progress of all tickets related to your company.

Tickets portal.

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