Feature permissions allow you to control what your users can see and do. For example, you can restrict your receptionist so they can only view basic client details, or allow your accountant to see your financial reports.

💡 Only supervisors can change feature permissions

​

Please, follow the below steps to access feature permissions:
​

1. Click on Setup then Settings  
​2. Select Feature Permissions 

3. Select Manage next to the user's name 

4. Set the options, and click Save Permissions 

💎 Once feature permissions have been set up, you might need to setup client sharing and calendar sharing permissions for the new users.

See similar articles below:

📝 Training guide for admin or accounts staff

📝 Training guide for supervisors

📝 Users and Permissions

📝 Training guide for practitioners or case managers