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Add additional views

How to add additional views in Client Manager, Carer Manager, or Visit Manager.

Written by Billy Dilks

Additional views display more information and support new features within CM New World. To add them, you need access to User Manager.

  1. Log in to Access Group UK | Login Page, then click User Manager.

  2. Locate the user account using the search bar.

  3. Select the user, then click Edit next to the application.

  4. On the Assign Roles page, click Next.

  5. On the Assign Views page, select the view you need to add.

  6. Click Next, then click Complete.

  7. Click Save User.

📌 Note: If you do not have access to User Manager, ask a colleague with access to update your user account.

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