Team Based Client Access (TBCA) provides control over which teams in your organisation can find a client.
How TBCA is different from existing access controls
Noted provides ways to limit access to information about clients, such as hiding what’s written inside their records where needed. TBCA is different as it gives the higher level ability to control what teams are able to find a client in the app.
General use cases for TBCA
Contractors - If your organisation has contractors and only wants them to see the clients they are working directly with
Sensitive clients - When a client is being supported by a sensitive or highly confidential service(s), and your organisation does not want the client to be found by workers outside of this service(s)
How TBCA Works
In Noted, people belong to team(s), and this includes both users and clients.
Clients can be found by users who are members of the same team. By default, all users and all clients will be assigned to a Default team to ensure that all users can find all clients.
Adjustments can be made to a team’s user and/or client list, so that clients can be found by some users but be invisible to others. Examples are shown in the diagram below.
You can learn more about customising team access for a client here.