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Privileges and features

What do the privileges and features mean?

Updated over 11 months 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

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