See own clients
From Charitylog Manual
Revision as of 14:30, 1 June 2023 by Alanconway (talk | contribs)
You can set up a user who has restricted access so they can only see records you have assigned to them. This is especially useful for volunteers or caseworkers who only work on clients who are assigned via a specific referral process. To see how this can be done, see the Security section of User access controls.
