Phase 1: Creating Access Tags

• Navigate to your organization settings page.
• Locate the settings section to add tags.
• Create and name the specific tags you want to use to control visibility.

For easier management, you may want to name tags explicitly, such as:

• Allow
• Block
• CHW Block

Phase 2: Configuring User Type Permissions

• Navigate to the Access Management tab.
• Select the specific user type you want to modify, such as CHW.
• Determine the default permission rule for this user role by selecting one of the following options:
  • Allow all tags by default:
    The user will see everything except the specific tags you choose to block.
  • Deny access to all tags by default:
    The user will see nothing except the specific tags you choose to allow.
• Select the specific tags from your created list that you want to restrict or allow for this user type.

For example:

• If you default to Allow all tags by default, you would select a tag such as CHW Block to specifically restrict those users from seeing items with that tag.
• Click to update and save these changes to the user type.

Phase 3: Applying Tags to Note Templates

• When you need to restrict a specific note, navigate to create a new note template.
• Locate the tagging section.
• Apply the appropriate restrictive tag, such as CHW Block, to the note.
• Continue to build out your normal note template by adding a title and the required fields.
• Once saved, the system will block users with that restricted tag from viewing this note.

Phase 4: Applying Tags to Pear Suite Files

• This same tagging logic also applies to external documents and uploaded files.
• When you upload a file to the system, you will have the ability to assign your created tags to it.
• Select the appropriate tags to specifically block or allow certain users from seeing that file.
• Save or upload the file once the correct tags have been applied.

Phase 5: Applying Tags to Activities

• Locate the template section of Pear Suite.
• Open either a new activity template or an existing activity template.
• Select the appropriate tags to specifically block or allow certain users from completing the activity.
• These tags will also control whether users can see completed activities in a member profile associated with that activity.
• Save or update the activity template once the correct tags have been applied.