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
To see a full list with descriptions of each permission, see the Copy of Permissions. Done resource to assist with making permissions decisions