Roles

 

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.

  • 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 because the default permissions in that Role are selected for a front line team member (see visual below)

  • More Roles can be added within this section

  • Each Role can be edited to suit the needs of your company

  • 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 can do and may need to do every capability within the Rethink account

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

  • The name and description of each Role can be changed by selecting EDIT

  • The permissions of each Role can be changed by selecting EDIT PERMISSIONS

  • Once selecting EDIT PERMISSIONS, 24 sections will populate for permission selection

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

 

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