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TheraNest Ideas Portal
Status Future consideration
Created by Guest
Created on Sep 15, 2020

Separate permission for archiving clients

Create a separate permission that allows a staff member to archive/unarchive clients.
App Type TheraNest App
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  • Nathan Freire
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    Sep 21, 2023
    Separate permission for archiving clients
  • Guest
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    Apr 10, 2023
    We need this. Please add this feature, this is causing so much problems in our organization
  • Thomas The Test Engine
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    Dec 22, 2022
    Is there a way to remove the ability for non-admin staff to archive clients? It would be helpful to limit that ability to specific staff
  • Guest
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    Dec 28, 2021
    Please allow permissions for Archiving clients to be turned on or off from the Staff Permissions!
  • Guest
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    Dec 15, 2021
    Please update the ability to restrict the permission/ability to archive clients to those with administrative permission.
  • Guest
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    Dec 15, 2021
    Please update the permission/ability to archive clients to those with administrative permission or a box that can be checked or unchecked.
  • Guest
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    Dec 11, 2021
    restrict the permission/ability to archive clients to those with administrative permission.
  • Guest
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    Oct 21, 2020
    Option for giving permission for clinicians to have the ability to archive & unarchive clients.
  • Christine Randle
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    Oct 13, 2020
    I would like the option to disable clinicians' ability to unarchive clients. Sometimes our admins archive clients bc the have an outstanding balance and I want to archive them to be sure the clinician doesn't book appts until client has paid their balance. Admins are archiving them and then clinicians are unarchiving them and scheduling appts. tia
  • Guest
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    Feb 17, 2020
    I hope that this permission can be added to allow or prevent a staff person or receptionist from archiving/unarchiving, because I would like to prevent my next new receptionists from being able to unarchive past clients and accessing their general documents. The reason for this is confidentiality in our small community where everyone knows each other.
  • Guest
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    Jul 1, 2019
    hello, I was hoping there was a setting for permission for each staff member to not allow them to archive cases when they are under supervision and the supervisor needs to sign off before archiving. Is there a permission for the staff members to not allow them to archive a case? If not, is it something that could be added? Thank you!
  • Guest
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    Aug 30, 2018
    Archiving and unarchiving should be like the delete button. Everyone should not have permission to do that.
  • Guest
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    Jul 27, 2018
    Is it possible to have a function in staff settings were the administrator has the “option” to allow staff to be able to archive and unarchive clients (or not).