Roles.

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

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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)

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

 

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