Limiting Session Visibility

Set visibility of a session by role if you only want certain user types to view a session

💡 Manager and Supervisor level roles cannot be limited from viewing a session in Hi Rasmus!

Setting up Session Visibility on a new Session 

▶️  CLICK HERE for details on how to create a new client session in Hi Rasmus

• Once you've added programs to your session select [Save Session] 
• You'll be taken to a page titled [Session Settings]. Select [More Options]
• Toggle on the setting to [Limit Session Visibility] and toggle the switch next to the roles that you WANT to be able to view the session on the Client's home page. 
• If you toggle on [Show in History to all] all users will be able to click into a completed activity associated with that session and view the completed session details. This must be turned on in order for a signature to be collected on a note, if the signatory role does NOT have visibility toggle on.

Setting up Session Visibility on an existing Session 

• Select the three dots in the top right corner of the session on the client's home page and select [Visibility]

• Toggle on [Limit Session Visibility] and toggle the switch next to the roles you wish to be able to view the session.