Question

Photo of Jackie Powers

0

Hiding the Profile Status

I would like to hide the profile status so that only Administrators can see whether a person is active, inactive and the note below. Currently, I have a check-in team that must be able to edit phone numbers and birthdays but our secretary wants to keep notes on why people are marked inactive and she does not want the check-in team to be able to see this. Is this possible?

  • Photo of Jim Michael

    0

     

    I think you can accomplish most of what you want by doing two things: 1. Modify the security of the Inactive Record Status badge under Admin Tools | General Settings | Person Profile Badges to restrict view rights to the role(s) you want  2. When entering a note, after saving the first time alock icon shows up on subsequent edits, also allowing you to limit view rights to the security role(s) you want.