Record level access permission (RLAP)
Some organisations require a more granular level of security across their client records. The Record Level Access Permission (RLAP) feature...
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Assign a record to a user
The Assigning Records to Users feature allows you to allocate records to specific users of the database to indicate their responsibility and/or... -
Create a Settlement Services record
The CRM database Settlement Services functionality is tailored to each organisation. Your Settlement Services pages may have a slightly different... -
PSP – How to create an Individual record
In your CRM database you create an Individual Record to keep information relating to an Individual for out-of-home care (OOHC).... -
RLAP Module Configuration
The Record Level Access Permission (RLAP) feature allows restricting records in the system to be only visible to certain users...