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How to add a client to a Blacklist

The Blacklist feature in Recordbase prevents a user from seeing a specified Client's record and associated data.

  1. Click on Users and Roles Click on Users and Roles
  2. Click on Users
  3. Select the Recordbase User from the list
  4. Click on Blacklist
  5. Click on Add

  6. Click on Person and enter the name of the client
  7. Click on Start Date and enter the date the Blacklist will start
  8. Click on the Requested By field and enter the name of the person who has requested the Blacklist
  9. Type the Reason for the Blacklist
  10. Click on Save