Factfind Access Settings
From within a Circle you can determine which members have the permission to answer a Factfind on behalf of other members.
Go to the Factfind Access Settings tab under the Work menu, and you'll see all circle members listed, with the other participants' names underneath them. Simply select the tick/cross next to each member to configure their access.
Once you've configured this, you can send the factfind off for completion. If the client can answer for other people, when opening the factfind they will see a screen like this listing all the participants for whom they have access:
As they continue in the factfind, they can switch to answer for a different participant at any point by selecting the arrow next to their name on the left.
Go to the Factfind Access Settings tab under the Work menu, and you'll see all circle members listed, with the other participants' names underneath them. Simply select the tick/cross next to each member to configure their access.
Once you've configured this, you can send the factfind off for completion. If the client can answer for other people, when opening the factfind they will see a screen like this listing all the participants for whom they have access:
As they continue in the factfind, they can switch to answer for a different participant at any point by selecting the arrow next to their name on the left.
Updated on: 28/02/2025
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