Access levels are a powerful way to obfuscate information in a module that you and others have permission to use. This feature also has the ability to be defaulted for particular notes as well.
Enjoy the webinar below for more information or explore the documentation on permissions and access levels here.
🗂️ Introduction #
What Are Access Levels – 0:09
• Difference Between Permissions and Access Levels – 0:19
What Modules Have Access Levels – 0:37
Access Levels Configurations – 1:23
👤 Access Levels in Use #
Access Levels Used in YC – 1:48
• Notes Section – 2:02
• Facility Incidents – 4:19
• Facility Notes – 5:00
🛠️ Configuring Access Levels #
Configuring Access Levels – 5:42
• Picklist Admin – 6:00
• User Manager – 8:10
• Creating a New Group (Ensuring Desired Users Are in One Group) – 9:18
⚙️ Default Access Levels #
Default Access Levels – 10:48
Reason for Release & How It’s Set Up – 11:18
📝 Client Note Examples #
Client Note Example – 11:51
• Setting Up Note Types with Specific Access Levels – 12:17
• Example of a Defaulted Note with Defaulted Access Level – 13:42
Default Access Detention Note Example – 13:08
• Setting Up Facility Note Type with Access Level – 15:44
• Example of Facility Note in Action – 16:25
💬 Q&A and Support #
Q&A & How to Reach Support – 17:22
