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Organizer Default Settings

KellyKelly Posts: 29 ✭✭✭

There are settings in the organizer, under "Survey Options" > "Client Access" that I would like to be able to change on a global level. The default seems to be "Off - Client doesn't have access" and "Automatically remove access when the client has completed the survey". I had a client who was very frustrated that he was not able to go back in and review his answers after leaving the organizer. After I located and changed the settings, he was able to go back in and do so.

3 votes

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