When searching up clients through the “client search” icon, users can hover over a client’s name to view commonly used quicklinks. This article will show how to edit what quicklink options will appear per user role.
Note: You can only make these changes for custom county user roles. Attempting to change CalMHSA user roles will result in the change not being saved. CalMHSA user role options as of 2/28/25 can be found here.
Note: The fly-out menu will only show up to 11 quicklink options. Having more than 11 options checked will result in the menu only showing the first 11 options alphabetically.
- Click on the Search icon.
- Type “Role Definition” in the search bar.
- Select “Role Definition” from the search results.
- This will bring up the Role Definition screen. Using the UI, click the radio button next to the desired user role.
- In the Default Permissions section, select the Quicklink permission type.
- Feel free to use the additional filters like the Select Parent dropdown and Permission Item search field to help narrow down the search. Click Apply Filter once complete.
- Once the desired quicklink permission item is located, you can do the following:
- Add a new option: Ensure the quicklink permission item is set to granted to the user role. If it is not, set the permission to “granted”. You will have to save, then repeat steps 4-6. Then check the “Grant Item Client Search” column checkbox for the permission item and then click on the Save button.
- Remove an existing option: Uncheck the “Grant Item Client Search” column checkbox for the permission item and then click on the Save button.
Update 2/28/25