Limit User Visibility in TheraSaaS

Modified on Thu, 25 Jun at 10:27 AM

Limit what clinical staff can see so they only access data relevant to their clients.

What this covers

You can limit your clinical team members' access to conversations and contacts in TheraSaaS by adjusting their user permissions, so they only see data relevant to them. Follow these steps to restrict access.

Steps to restrict access

1Navigate to Settings
Log in to TheraSaaS and go to the Settings section.
2Manage staff permissions
Select My Staff and choose the staff member whose permissions you want to edit.
3Modify roles and permissions
Click Roles and Permissions for the selected staff member.
4Adjust data visibility scope
Locate the Data Visibility Scopesetting and change it:
All Records→Only Assigned Data

What this change does

With "Only Assigned Data" enabled

The team member will only be able to view contacts and messages where they are either:

The assigned owner of the contact or conversation.
A follower of the conversation.

This ensures clinical team members can only access conversations relevant to their assigned clients, enhancing privacy and security within your organization.

Best practice

Apply "Only Assigned Data" to all clinical staff by default, and make sure each client contact has the correct assigned owner so the right person retains access.

Watch out for

If a staff member suddenly can't see a client they should, check that they're set as the assigned owner or a follower — restricted scope hides everything else.