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Hi Rasmus | Aloha Integration: Setting Staff Permissions in Aloha to Complete Integration and View Session Notes
How to Manually Set Up Staff Permissions in Aloha to View Hi Rasmus Session Notes on a Rendered Appointment
In Aloha, you will need to give your staff access to the "Session Notes" on their calendars. To do this:
- Click Settings > Security > User Roles.
- Select the User Roles for any of your service providers.
- Under Permissions, select Schedule > My Schedule > Session Notes and check the box for "Full Access"
- Scroll to the bottom and select "Save".