Hi Bayinna, Customize Your Casebook Pages for Efficient Data Collection
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Hey Bayinna,

 

We’ve been working on something we think you’ll love—Granular Permissions for People are coming in our next release! This update is designed to give your team the access they need, without compromising privacy.

Granular Permissions for People - Services

Here’s a quick rundown of what you can expect:

 

🔒 Improved Privacy: Limit access to sensitive service data on the Person Profile by role to prevent unauthorized visibility.


📊 Streamlined Access: Role-based permissions streamline data entry while safeguarding confidential information.

Learn more

We’re excited for you to try it out! Let us know if you have any questions—we’re here for you.


Casebook Team

Casebook PBC, 244 5th Avenue, Suite T248, New York, NY 10001, Main: (212) 796-6108

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