1. Support
  2. Clients
  3. Share clients with other professionals

Share clients with other professionals

Right now, a client is linked to one or more “single” professionals who cannot see or share any of the client data between them.

It is not possible (yet) to move a client with all related data from one professional to another, mainly because this has legal (privacy) implications that we need to cover first and technical implications because the client results data is related to specific activities and pathways that are tied to a professional.

Was this article helpful?

Need Support?
Can't find the answer you're looking for?
Contact Support