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Criteria for your collegues to see your program
Criteria for your collegues to see your program

Here are the different criteria for viewing the programs

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

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.


  • 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.

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