What a restricted user can and can't do
Restricted admins are designed to allow people to do the tasks they need to on plinth, like take registers and new information, without them being able to access personal information. Restricted access prevents admins from:
Seeing client/member/service user information other than specific chosen fields
Creating or editing registration forms
Adding info to a client/member/service through the register tab
Apart from that, they have the same access as any other admin.
Below are some details on what that means and how to make someone a restricted user.
How to make someone a restricted user
First, go to the Settings page by clicking on "Options" in the bottom left corner and then "Settings".
Select "Admins" on the top row and then you will see all of your admins. You can then make selected admins restricted by clicking on the dropdown options.
What a restricted admin can see on a client/member/service user's profile page
As you can see, all notes and surveys are hidden. All Details are hidden apart from specific fields and they can't edit information. However, they can still leave notes on a profile and see what registers have been completed.
How to make a field visible to restricted users
If you go to the edit fields page (this article explains more), there is a button that says "Show for restricted users"
If you tick that box, that field will be visible for restricted users.
What a restricted user can see in the calendar
A restricted user is able to interact with the calendar as normal. There are only a few small differences.
Firstly, they are not able to add or edit info when someone has been added to an event:
They are not able to edit what fields are viewable on the "Bookings" tab:
However, they are able to add a new person as normal:
