Training in SP use without showing client info

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Lara Willing

• April 21, 2022 00:47

Is there a user role that has access to company documents but not to client data? I want to train somebody in the use of SP without exposing confidential client information, for now.

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  Sara

  • April 21, 2022 17:24

  Hi Lara,

  The Practice Manager role will grant your team member access to this account information, however, it will also allow the team member access to client demographic and billing information. I recommend checking out this Help Center guide to see each team member role and the access that each role grants a team member: https://support.simplepractice.com/hc/en-us/articles/360052700171-Team-member-roles-and-access-levels

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