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Categories Wellbeing Manager
Created by Guest
Created on Oct 15, 2025

Automatically add staff to user visibility when assigned to an action in Well-being Manager

Due to the sensitivity of the records in Well-being Manager, the visibility group is limited. Hence, authors of the concern do not automatically get visibility to the concern created. However, it would be efficient if once they are assigned to an action item that they automatically get added to the concern visibility group, instead of having to manually add them there.

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  • Admin
    Lyndsey Whittington
    Nov 3, 2025

    Thank you for your suggestion, however this is not something we would implement for privacy reasons. Adding a staff member automatically to a concern may give access to someone who should only see the action. When creating the action, the user can add details of the concern (without giving full details), so that the person completing the action does not need access to the full concern. If the user wishes to give full access to the concern, then adding the person to the visibility means the user has checked that the person should have access.