Managing Client Plans
How to share, transfer, delete client plans
- Sharing Client Cases - How to share access to a client record with a colleague within your subscription
- Archiving client records that are no longer in use (rather than deleting them)
- Teams - How to add a client record to a team
- Client Case Access - Where in the software can all of the client files in your subscription be viewed?
- How do I switch off client plan update notification emails?
- Export button is disabled - How to grant a colleague permissions to export client files
- About Analytics and Management Information Reporting