If you can't see an employee's or service user's records, it could be due to the restrictions set on the profile or user, specifically the branch and area.
For example, if the service user is set to branch A, area 1, the employee needs permission to branch A, area 1. The employee is not restricted to one branch or area. If the employee can only see branch B, you'd need to update their permissions.
Firstly, you would need to check the branch that is allocated to the service user. To do this, follow these simple steps:
Click Service User, then click Find.
Select the relevant service user.
Here you will see which branch and area they are assigned to.
You'll then need to check the employee's permissions to do this, follow the steps below:
Click Settings, then click Other.
Click Profile & Users, then click Users.
Select the relevant user.
Under Security Access, click Branch & Areas.
Here you will see which branch they are allocated to.
If the branches don't match, you'll need to edit the profiles for branches and areas follow the steps below:
Click Settings, then click Other.
Click Profile & Users, then click Branches & Areas.
Click into the relevant profile.
From the QuickLinks select Branches & Areas.
Select the relevant checkbox for the correct branch.
Click Save.