Preferences

To edit preferences for your users tab:

1. Click your "Users" tab.
2. Click your white "Preferences" link located near the top of your page.
3. Check your check box if you want newly created clients to be seen by all staff and newly created staff to be able to see all clients or uncheck your check box if you want newly created clients to be seen by only the staff that created them and the staff that's assigned to them and if you do not want new staff to be able to see all clients initially.

Are we missing anything in our help manual? If so, please let us know by contacting us here.

You may also find additional help by visiting our support forum.