Notes Permissions

Employees with the following permissions have various levels of access to Notes. These permissions can be enabled via the Permissions module. Access Create and complete a note/form for a client or provider. Notes Templates > Manage Create, add, delete, and overall manage note and form templates for the organization Permission groups, and edit the permissions granted …

Files Module Permissions

Employees with the following permissions have various levels of access to the Files module. These permissions can be enabled via the Permissions module. Access Basic access to the Files module Authorizations > Access (Basic) Access authorizations tab in billing, with rights to see any authorizations they are a part of Authorizations > Access (Full) Access authorizations …

Human Resources Module Permissions

Employees with the following permissions have various levels of access to the Human Resources module. These permissions can be enabled via the  Permissions module. Access Basic access to the Human Resources module Assets > Access Access to view assets Assets > Manage Access to manage organization assets Assets > Manage Organization Labels Add, edit, and remove …