Client Voices has a simple matrix of permissions which determine what you can or cannot access. Permissions are controlled by people with Service manager level access.
Here is a summary of each permission level.
Service manager: Can create new staff members, view, edit all staff personal details, and view reports
Financial mentor (Full): Can create new client records. Can view, edit and delete any client record. Can create, view, edit and delete any client case.
Financial mentor (Mixed): Can create new client records. Can view, edit and delete any client record. Can create, view, edit and delete cases on allowed clients only.
Financial mentor (Restricted): Can create new client records. Can view, edit and delete allowed client records only. Can create, view, edit and delete cases on allowed clients only.
Client administrator: Can create, view, edit and delete any client record. Cannot mentor or access any information within cases and sessions.
If you have Service manager level access, you can check a staff member's permission levels.
1 - Find the staff member in the list on the Staff page, click on their name.
2 - Once on the Staff member details page, scroll to the bottom to see the Permissions matrix.
3 - To change the staff member's permissions, click the Edit button.
4 - Choose the appropriate permission level for the staff member and click the Save button to save the changes.
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