To view a client's programs, your colleague must:
Be part of the stakeholder with the client or the group
The program must include visibility that allows other professionals to see it. Click here to find out more.
To become an intervenor in the client's file, the professional must request access to the client's file. Click here to see how.
To see how to add a professional to a group click here.
Exclusions:
Read-only (free) professionals cannot view groups. They therefore cannot see the programs in this group.
Template programs
If it is a template program and it has been shared with all professionals, you only have to use the "model" filter to view it.
Click here to see how to share a template program.
