Client Profile Lock Permissions

Client Profile Lock Permissions

Please find the new permission options for account locking below. To learn more about updating and changing permissions please check out this article: Updating Permissions - Step by Step.

permissions_pictureNew locking options

    • Related Articles

    • Client Account Lock - Step by Step

      Within the client profile you have the option to lock a client profile to a specific personnel or multiple. The process to locking a client profile is an easy process, please follow the steps below: Step 1. Navigate to a client profile. This can be ...
    • Locking a Document Folder - Step-by-Step

      Within this article the process of locking a document folder will be discussed. Locking a document folder is beneficial as it allows only a certain group of personnel access to a folder, regardless of permissions. Please follow the steps below to ...
    • Client Profile Calendar - Step by Step

      The client profile is now integrated with the calendar with CareNet. To learn more about this functionality please follow along below: Step 1. Navigate to a client profile. Once on a client profile the calendar view will appear on the 'Profile' tab. ...
    • Creating a New Client Account - Step-by-Step

      If a client you've served in the past is now coming in again for a brand new set of services or new case creating a new account will be a necessary step. The account system within CAC CareNet allows us to have one client profile while being able to ...
    • Setting up Password Permissions - Step by Step

      Within CAC CareNet users can have the ability to update and change their password whenever they need to. With the correct set of permissions this is a possibility. Please follow along below to learn more about updating a user group with this option: ...
    • Announcements

    • Browser Compatibility (Support for IE 11 Discontinued)

      CAC CareNet provides support for many of the latest browsers.  We strongly recommend that agencies use one of the following: Google Chrome FireFox Safari Microsoft Edge Microsoft Chromium Edge *New Development and Support for Internet Explorer 11 has been discontinued.  Please update to one of the for-mentioned browsers.