Grant another financial mentor access to a client record

Note: Access to client records is controlled by the financial mentors permission settings. 

Sometimes a financial mentor isn’t available to attend a session and will choose another financial mentor to cover them.

When you create a new client record, you can control which of your colleagues can also access the record. This is called the Allowed mentors and can be found at the bottom of the Client details form (aka client intake form).

This will allow a person with mentoring permissions to view the record in their Client list and to access their Client case.

You can also allow Any mentor to access the record.

Note: People with Full financial mentor permission level are able to access all client records as a part of their permission settings.

Read more about permission settings.