Noted

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

Access Controls for Teams

How to setup and configure your organisation in Noted

How to create and update users within your organisation

Setup and manage Teams to appropriately share confidential client records

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

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

Update and configure your organisation’s settings for client information

Client tags provide a powerful tracking tool for your organisation

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

Specify what client information is required

Customise the content of your invitation to clients

Configure the client overview for your organisation

Customise the relationship types for your organisation

Assign tracking forms to Teams and reduce clutter for users

Manage when to send client notification emails

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

Find answers and get help from Intercom Support and Community Experts

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