Boulevard changelog
Boulevard changelog
joinblvd.com

New Access Settings for Forms, Client Profile

 

New

  

We’ve added additional settings to control employee access to client information.

We know that client privacy is critical and you may want to limit which client information should be visible for each staff member. We have added settings so Business Admins can decide which of your staff members can view client notes (including medications and allergies) as well as add/edit notes. In addition, you can now control whether staff members using the Boulevard Professional App will see clients’ last names.

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If you have the forms add-on, you can now adjust which staff members can create form templates, view your completed client & internal forms, and who can add/edit a form.

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To configure new or existing privilege settings, navigate to Manage Business settings > Privilege Groups in the Boulevard Dashboard.

Note: all privilege group settings apply to the staff member regardless of whether they are using the Boulevard Dashboard on a computer or any of Boulevard’s mobile apps.

Learn more: support article