Introduction
This article will walk you through the process of restricting user access to selected case activities and reports. This will prevent a user from accessing confidential information on the select activities and reports.
Please Note: After enabling the setting System: Hide confidential information (case notes and file attachments) from staff not associated with case/home for system administrators or other needed users to access confidential information again the following permissions will need to be to be enabled on their User ID/User Group
- Access confidential information for all cases
- Access confidential information for all homes
Prerequisites
An extendedReach User ID with Full Administrator user permissions.
Instructions
Follow the below instructions by selecting the "Get Started" button.
Enabling System Setting Hide Confidential Information
Individual User ID - Restrict Access to Activities and Reports
User Group - Restrict Access to Activities and Reports