How to Edit Details for Role Permissions
As an administrator, the Role Permissions located in your Company Account will enable you to customize the areas and functions designated to staff members.
Things you need to know....
| 1) ROLE PERMISSIONS MATCH STAFF TITLES | To add or change a Staff Title to a different Role other than what was set to default: a) Go to Company Account b) Staff Member Settings c) Add / Edit a Staff Member Title and assign it to a Role | |
2) RETHINK'S DEFAULTS - The system has defaulted Roles for staff and parent/guardian access. The settings for these Roles are what is recommended. We encourage you to open and scan through each Role to make sure that these defaults will provide the access/limitations that you need for the staff members in that Role. | There are 5 Default Roles in the Rethink system: a) ROLE 1 - Recommended for Front Line Staff b) ROLE 2 - Recommended for Treatment Supervisor c) ROLE 3 - Recommended for Administrative d) ROLE 4 - Recommended for ALL ACCESS e) ROLE 5 - Parent/Guardian Access ( when you create a client contact from within the client profile, that contact will automatically be assigned to this role ) | |
| 3) EDIT YOUR ROLE PERMISSIONS | In your Company Account, click on ROLES. You will see the Staff titles that are assigned within each Role. Towards the bottom of each Role box, click on EDIT PERMISSIONS. | |
| 4) APPLYING YOUR PERMISSIONS | You will see different categories which are designated to the different parts of the platform. Be sure to not make contradictory selections! Example 1: The three options for Client Report Templates are:
If you were to choose to have a staff member Add/Edit/Duplicate, you would need to have View Templates checked off. THIS APPLIES TO ALL AREAS WITH VIEW OPTIONS! Example 2: There are three options for Client Access
Please choose only one of these options. Choosing more than one will contradict the other, and override other selections. | |
QUESTIONS? Contact Support@rethinkbh.com