Default Role Permissions

This resource describes the default permissions of Roles 1-6. These Roles are the roles that come with every Rethink Account prior to any edits completed by the organization. Each role can and should be edited by the organization to fulfill organization specific needs. Additional Roles can also be added, especially for unique staff members who do not fit into these roles.

1 Role 1
2 Role 2
3 Role 3
4 Role 4
5 Role 5
6 Role 6

Role 1

This role was created to be used for Front Line Staff (e.g. RBTs and Behavior Technicians)

Permission Section Title	Permissions Defaulted

Permission Section Title	Permissions Defaulted
Client Program	View
Data Entry	Enter Data Make Data Decisions Delete Own Data Unmaster Sills and Targets
File Cabinet (clients)	View
Resource and Training Center	Access
Client Info	View
Client Access	Client’s Assigned to User
Staff File Cabinet	View Download
Behavior Support	View
Scheduler Views	Individual
Scheduler	View Calendar View appointments Verify appointments Access Previous Session notes

Role 2

This role was created to be used for Clinical Supervisors (e.g. BCBAs, BCaBAs, OTs, SLPs, etc.)

Permission Section Title	Permissions Defaulted

Permission Section Title	Permissions Defaulted
Assign Staff Members	Add
Funder Reports	View Add/Edit
Rethink Assessment	Send to Contact View Edit
Client Program	View Edit
Goal Library (Program Library)	View Add Custom Goal Edit and Delete Custom Goal Add Goal to Clients Remove Goal from Clients
Data Entry	Enter Data Delete Others Data Make Data Decisions Delete Own Data Unmaster Skills and Targets
Analyze Data	Run Reports Edit/Save Reports Delete Reports
File Cabinet (Clients)	View Move/Copy/Tag Downlead Upload Delete Add/Edit/Move Folders
Client Report Templates	View
Reporting Dashboard	View/Download client reports
Resource and Training Center	Access
Client Info	View
Client Access	Clients Assigned to User
Staff File Cabinet	View Download
Behavior Support	View Add/Edit
Scheduler Views	Individual
Scheduler	View calendar View appointments Verify appointments Access previous session notes
Session Notes	Request remote parent signature

Role 3

This role was created to be used for administrative assistants

Permission Section	Permissions Defaulted

Permission Section	Permissions Defaulted
Assign Staff Members	Add Remove
Funder Reports	View
Rethink Assessment	Send to Contact View
Goal Library (Program Library)	View Add Custom Goal Edit and Delete Custom Goal Add Goal to Clients Remove Goal from Clients
Data Entry	Enter Data Delete Others Data Make Data Decisions Delete Own Data Unmaster Skills and Targets
File Cabinet (Clients)	View Move/Copy/Tag Downlead Upload Delete Add/Edit/Move Folders
Client Report Templates	View Add/Edit
Reporting Dashboard	View/Download client reports View/Download staff reports View/Download authorizations reports View/Download scheduling reports View/Download payroll reports View/Download billing export reports
Resource and Training Center	Access
Client Info	View Edit
Client Access	All clients within users location(s)
Staff Member Info	View Edit Add new staff View payroll Edit payroll
Staff Profile Access	All staff within users location(s)
Staff File Cabinet	View Download
Behavior Support	View
Scheduler Views	Individual
Scheduler	View calendar View appointments Verify appointments view verification address Add appointments Edit appointments Cancel unverified appointments Delete appointments Access previous session notes
Session Notes	Request remote parent signature

Role 4

This role is meant for super users / account administrators

This role is defaulted with all possible permissions and has full accessibility. The permissions within this role should not be edited. This role should be used for account administrators even if you also hold another title Example: The owner of an organization who is also a practicing BCBA for their organization

Role 5

This role was created for contacts to clients (parents/caregivers). This role is not intended to be used for any staff listed within the Staff Member Tab, yet contacts who are listed within a clients profile if you plan to give those individuals access to Rethink

Permission Section	Permissions Defaulted

Permission Section	Permissions Defaulted
Rethink Assessment	View Edit
File Cabinet	View Upload Shared Folder
Client Access	Clients assigned to user
Scheduler Views	Individual
Scheduler	View calendar View appointments Verify appointments

Role 6

This role was created for Case Managers, but is most often used as an Open Role with minimal default permissions. Consider this role to be intended for other options other than a Case Manager.

Permission Section	Permissions Defaulted

Permission Section	Permissions Defaulted
File Cabinet	View Upload
Client Access	Clients assigned to user
Staff File Cabinet	View Download