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Prior to setting up individual staff profiles, default settings within the company account should be created within Staff Member Settings

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  • When adding a new staff title, you’ll name the title and assign it to a Role

    • The account comes with 6 defaults roles that have default permissions already set (they can viewed and edited in the Roles section). 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

    • 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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