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Control Employee Access to SOAP Notes

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Donna J
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You can control an employee's ability to view, add, edit, and delete forms in your account. For more on Access Levels, use one of these links: Vagaro Pro app, Web Version

Prerequisites

Available for all Vagaro businesses.

Vagaro Pro app

  1. Navigate to More → Settings → Employees → Access Levels.

  2. Tap the Action menu (3 vertical dots) by an access level and select Edit.

    vpro_edit_access_levels_2x.png

  3. Scroll down to the Customers section.

  4. Set the access level for notes, forms and files:

    1. Set View on (green) to allow an employee to see all the notes you have created.

    2. Set Modify on (green) if you want them to be able to edit the notes.

      vpro_access_levels_2x.png

  5. Tap Save.

Web Version

  1. Go to Settings → Employees → Access levels.

    stock_web_settings_access_lev.png

  2. Click the Action menu (3 vertical dots) by an access level and select Edit.

  3. Scroll down to the Customers section.

  4. Select the access level for notes, forms and files:

    access_levels_SOAP_2x.png

    • Set View on (green) to allow an employee to see all the notes you have created.

    • Set Modify on (green) if you want them to be able to edit the notes.

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