In the Role Management page, you will be able to create and update Roles within the company and what permissions these Role will have within the software.
1. You can create a new role at any time. From anywhere in the system, Click on "Role Management" in the navigational menu and in the subsection of "Settings".
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2. Simply click on the "Add new" button in the right corner and that will take you to a new page where you can enter the role name, a brief description of the role, and set up the specific permissions.
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3. Fill out the Name, Description, and permissions for this new role, then click one of the save buttons. Done!
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4. If a role exists that fits the description of this new group but you want to change it to a more appropriate name for their role, you can also edit an existing role by clicking on the pencil to the right of each role.
*QUICK TIP* You can use the small black bar at the bottom of the Permissions window to scroll right and adjust the settings for each permission.
Frequently Asked Questions about Permissions:
Question - I want to give our Director full control over all the permissions, what do I select in the Role Management?
Answer - You would select All. This gives your Director access to all permissions for each category.
Question - I only want the general staff to View Client Charts, but make no changes, what permission would I use?
Answer - You can select View and they will not be able to make any changes within the Client's Charts.
Question - What permission do I choose for my staff to add a Prospect or Client?
Answer - Add would be the permission to use.
Question - My receptionist needs to be able to client contact information, what permission is that? Answer - You need to give your receptionist permission to Edit.
Question - Our Therapist need to remove some sessions from the scheduler, what permission do I need to enable for them to do that?
Answer - You would enable the Delete permission for them.
Question - What do I need to enable in order to export reports?
Answer - You need to allow Download Report in order to export reports.
Question - How do i allow my therapists to add notes to sessions?
Answer - You need to enable Add/Edit Note for their Role.
Question - One of our Users cannot see who is assigned to a Pending Review, what permission to I add their role to se that?
Answer - You would check the Pending Review.
Question - Our BPS was signed off but we need to make some changes on it and resubmit it, what permissions does our staff need?
Answer - You would choose Unlock Intake.
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