Permissions determine what the staff can see and do, as well as what they cannot see or do. You can grant or deny access to specific modules, tabs and tasks.
Roles
Each staff account is assigned a role and each role has specific permissions attached to it. To customize permissions for your agency:
- Go to the Staff module.
- Double click on a staff line (where it is not a blue link).
- Click on Role tab.
- Click on Edit Roles.
- The Roles window will open.
IMPORTANT: Any changes you make within the Roles window will affect all staff assigned to the role highlighted, not just the one staff opened. The number in parenthesis after the role name states the number of staff that are assigned to that role.
NOTE: Changes made to the role Counselor/Clinician would affect two staff.
Roles Window
| a | Lists each role in your database: Role name and the number of staff assigned to the role. |
| b | This scrolling list contain the specific permissions broken out by modules. At the top of the list are database wide permissions. |
| c | Clinical Charting rules that determine which clinical documents staff can see based on associations to the staff. |
| d | Clinical Charting rules that determine which clinical documents staff can see based on associations to the client. |
To Make Changes
Instructional Video
The following demonstration will walk through the Permissions setup process and demonstrates steps within the following articles:
NOTE: If you only want to change the permission for one staff and several staff are assigned to that role, you will want to copy the role, rename the role, and then edit the new role.