The Roles section of the Company Account is where new Roles can be added 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.

o   I.E. Role 1 is recommended for front line clinical staff because the default permissions in that Role are selected for a front line team member (see visual below)

o   The same 24 sections are available 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

For an explanation of each of the 24 permissions, see Permissions