Prior to setting up individual staff profiles, default settings within the company account should be created within Staff Member Settings
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Staff member titles are created to organize job user titles within your company and assign them to specific roles and permissions. In this section, you are creating possible titles user title options to choose from when making a staff members profiles. All options placed here will then display when adding a staff member to your accountyou or another staff makes a staff profile as a subsequent step.
Within the company account, you have the ability to ADD, EDIT, or REMOVE staff titles.
When adding a new staff title, you’ll name the title and add assign it to a roleRole
Staff are assigned to these titles made within these areas in their individual staff profiles (See ADDING A STAFF MEMBER to see fields of their profile)NOTE: The account comes with 6 defaults roles that have default permissions already set. When adding a title to a role, consider who is recommended for that Role (i.e. Role 1 is recommended for Front Line Staff).
Multiple titles can be in the same Role / have the same set of permissions
Here is where you can also edit current titles to be in a different Roles (Select EDIT)
You cannot REMOVE a staff title if a staff is assigned to that title
Staff cannot be assigned to multiple titles. You will need to make a new unique title and role if they have a combination of different permissions (i.e. an RBT who is also a scheduler)
Make sure the System Admin title always stays in Role 4 and someone from your organization always resides within Role 4/System Admin title
Titles do not need to match clinical credentials. Clinical credentials can always be placed in a Staff Member’s profile regardless of what title they hold as a Rethink user
Use the DESCRIPTION field to clarify individuals who may fit in that title
You can also EDIT current titles to move into a different Role
You cannot REMOVE a staff title if a staff is assigned to that title. You’ll need to edit the title field of the staff’s profile before deleting
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Staff Member Statuses
Statuses are created to identify the status of a staff member with the system. Here is where you can ADD, EDIT, or REMOVE a status.
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