You can make a client inactive and remove them from certain lists. Due to the security features of the system, users do not have the ability to delete an entire client to prevent accidental data loss. We have feedback from users and may implement this feature in the future.
Q: How do I keep a user from seeing my client information? A: Click on Settings and go to the Case Settings Tab. Scroll down to the Case Tab Settings. The 5th row down is the Client Tab. You can hide that tab completely from Employee and ...
Once a client logs in they can see only the cases they are of course associated with. Clients can either download video or stream video. In order to stream video, the video must be in one of the standard formats that is capable of being streamed. ...
Click on Clients and go to that particular client's profile. Look in the System Access area next to Receive EMails. If it says Yes, the client will receive an email when a new case is entered. If it says No, they will not.
No. Clients are unlimited. Often times only people you pay to work for you are considered users. In this example, you would have a total of 4 users: 1 Admin (You) and 3 Investigators.