Access Care & Clinical provides a full role based security model, allowing you to create customer system roles tailored to your organization and ensure users only access features relevant to their job.
Manage Roles:
Users with permissions to manage roles can access the manage roles page via Admin menu.
Create a new role:
You can create a new role for your organization any time by following these steps:
Click Admin.
Go to user management and click Manage roles.
In the appropriate level, determining which roles this new role can assign users to, click Add new role.
Enter the role title and click Next.
Select the required permissions for this role by checking the appropriate boxes.
Click Save permissions.
Assign user permissions:
When managing roles, you can assign, view, modify and remove permissions for various functions for each user role. Hover over the (i) icon for details on what each permission allows.
Remove roles:
To remove a role, click the remove link next to the role. A warning message will display. Click Ok to confirm, and the role with all it's permissions will be removed.
📌Note: You cannot remove a role with users currently assigned. Reassign all users before removing the role. The manage roles page show's a users avatar with a count of all active users assigned to the role.
Copy and edit an existing user role:
To tweak an existing role while keeping the original intact:
Click Admin.
Browse to user management and click Manage roles.
Locate the role to be copied.
Click the duplicate link next to the role. A copy will be created.
Rename the new role, and click Next.
Update the permissions as needed.
Click Save permissions.