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Recordbase Administration Guide
Drop-down lists
Roles
Allocated hours
Hospitalisation and Absence Templates
Goal Templates
Master Data
Users
- How to Make a Client File Private
- Recordbase User Management
- What's on the Users Screen?
- How to create a Recordbase user
- Removing a goal template
- User - Sign On History
- User - Activity
- How to add a client to a Whitelist
- How to add a client to a Blacklist
- How to manage team access for users
- User - Account Details screen
- How to manage role permissions for users