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 be 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). That helps to determine what permissions are defaults for that Role.
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 there is always There should always be a title within Role 4 and at least one staff from your the organization is always should be in that title. You’ll always want “super users” who’ll have full accessibility.
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. (Example: A BCBA who also does all operations for the organization might hold the System Administrator title)
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 if needed
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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