It's easy to make this new information available to staff and clients alike using our powerful and simple access controls. For almost all Pages, Sections and Fields the following controls are available;
Hidden - The data element is hidden from all interfaces including the admin interface. This is useful if you need to retire a data element but want to keep the data contained within it.
Hidden in Portal - The data element is hidden from the "Your Data" section in the client portal, making it unavailable to clients.
Locked in Portal - The data element (if displayed) in the your data section of the client portal cannot be updated by your clients.
Restricted Staff Access - The data element is not visible for staff who are designated as restricted access.
Admin Only - The data element is not visible to any staff members other than those designated as administrators.
Click on the presentation for more information.