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Administration
Administration
How to setup and configure your organisation in Noted
26 articles
Clients
Administration Client Search
Merge duplicate clients
Users
Assigning services and setting up working hours for a user
Configuring users as ACC providers
Creating and managing Noted ID Users
Creating and managing users
Roles
Privileges and features
Creating and editing roles
Teams
Creating and editing a team
Organisation
Organisation details and features
How to set up and enable ACC Billing
How to set up and enable PRIMHD reporting
Assigning Services
Configuring spaces
Client settings
Managing client tags
Managing status changes
Editing required fields
Data Visibility
Managing record categories
Client invite
Creating Letter Templates
Managing Relationship types
Scheduling notifications
Assigning tracking forms
Managing outcomes and outcome reasons
Subscription
Accessing and updating your subscription information