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The Roles section is where new roles can be added or modified and permissions are set for each Role. Each staff title is assigned to a Role and that Role has its own specific set of permissions.

Roles can be found within SETTINGS > STAFF MEMBER SETTINGS

Adding Roles

  • Rethink defaults 6 Roles to the account and recommends different job types within those Roles

o   I.E. Role 1 is recommended for front line clinical staff (see visual below)

  • You can edit the current roles defaulted to the account OR add a new role

    • To know the defaulted permissions within each pre-made role prior to making edits, see this additional resource: Default Role Permissions

  • Multiple Staff Titles can be in the same Role, but will thus have the same permissions

  • Role 4 is a do it all role and is meant for staff who will need full access within the Rethink account

  • To change what staff title is assigned to which Role, you will edit the staff title within Staff Member Settings

Role Names and Descriptions

To edit the existing role name and/or description of a Role, select EDIT

Permissions

To edit the permissions of a role, select EDIT PERMISSIONS

  • Once EDIT PERMISSIONS is selected, permissions will be shown for selection

o   The same permissions are available to select for every Role

o   Scroll through the different permissions and simply check or uncheck the boxes to adjust the permissions for the staff within that Role

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