Personas and Roles

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🎧 This is the audio-only version of our podcast!
To watch the full video with screen sharing, visit https://masteringencompass.com — it’s completely free to join!

Check out how to avoid "Multiple Persona Syndrome" in your Encompass®. Also, find out how your Personas and Roles affect you so much. We also cover using the Settings Reports to uncover ways to consolidate your redundant Personas, which is another way for you to ensure your Business Rules and other settings behave as expected. Configuring your Role Access to Document rule along with managing your Protected Doc Access workflow are also covered in our meeting. 

Larry Bailey - Your Community Advocate
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