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Administration
Administration
How to setup and configure your organisation in Noted
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16 articles in this collection
Written by
Liam Harrison,
Lydia Pointon,
and
Isobel Cookson
User management
Creating and managing users
How to create and update users within your organisation
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Written by
Isobel Cookson
Updated over a week ago
Teams
Teams
Setup and manage Teams to appropriately share confidential client records
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Written by
Isobel Cookson
Updated over a week ago
Roles
Roles and Privileges
Roles allows you to set multiple users’ privileges along with their access to features within Noted
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Written by
Isobel Cookson
Updated over a week ago
Organisation management
Organisation settings
Enter and update your organisation details, ACC settings and which features you use
Written by
Liam Harrison
Updated over a week ago
Client information settings
Client information settings
Update and configure your organisation’s settings for client information
Written by
Liam Harrison
Updated over a week ago
Client tags
Client tags provide a powerful tracking tool for your organisation
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Written by
Isobel Cookson
Updated over a week ago
Status changes
Accurately record the reason a client changes between active and inactive states
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Written by
Isobel Cookson
Updated over a week ago
Required fields
Specify what client information is required
Written by
Liam Harrison
Updated over a week ago
Record categories
Add and customise your record categories
Written by
Liam Harrison
Updated over a week ago
Client invite
Customise the content of your invitation to clients
Written by
Liam Harrison
Updated over a week ago
Letters
Create presets and templates for letters
Written by
Liam Harrison
Updated over a week ago
Client overview
Configure the client overview for your organisation
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Written by
Isobel Cookson
Updated over a week ago
Relationship types
Customise the relationship types for your organisation
Written by
Liam Harrison
Updated over a week ago
Tracking forms
Assign tracking forms to Teams and reduce clutter for users
Written by
Lydia Pointon
Updated over a week ago
Scheduling notifications
Manage when to send client notification emails
Written by
Liam Harrison
Updated over a week ago
Subscription information
Accessing and updating your subscription information
Access and update your billing information, change your subscription package, manage add-ons and view historic invoices
Written by
Liam Harrison
Updated over a week ago