Filltering by a Case Worker:

How can two different agencies using the same system be able to only see their own caseworkers rather than seeing the entire case workers from both the two agencies under filtering by a case worker?

Dear Sheth,

We would first need to create an administrator for each agency within the system. Thereafter, they would only see case workers for their respective agencies. Have a look at the videos on user management that can be found here: specifically, the videos on user groups and roles. You can test the permissions on a virtual machine. Please let me know if you need any support to set these roles up.