How to Create a Permission Record
Sys Admins have the ability to create permissions for specific fields or buttons. This is useful when needing to prevent users from entering data into a specific field or from being able to click on a specific button. […]
Permissions Matrix Report
CalMHSA has worked with AI to create a workflow to transform the existing “Staff Roles and Permissions Report 2” into a more visually helpful matrix. Previously, CalMHSA had done this […]
Permissions Overview
Permissions dictate what a user can do in the system. There are different types of permissions that each work with the system in different ways. When looking at permissions, there […]
How to Edit the Client Fly-Out Menu Options
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 […]
Minimum Permissions for a Custom Base Staff User Role
When creating a custom base user role for staff users, there are a few recommend minimal permissions to include: Application Actions Clients Favorite Search Search Screens Administration: Care Team Images […]
How to See What Permissions Are Assigned to Which User Roles
Click on the Search icon. Type “Staff Roles and Permissions 2” in the search bar. Select “Staff Roles and Permissions 2” from the search results. This will open up a […]
How to Create a User Role
Click the Search icon. Type “Role Definition” into the search bar. Select “Role Definition (Administration)” from the search results. This takes you to the Role Definition In the Roles section, […]
How to Bulk Copy Permissions from One User Role to Another User Role
In the Role section, select the user role you want to copy permissions into. In the Permission Utilities section, click “Copy permissions from one role to selected role. ” This […]
How to View Permissions in a User Role
In the Role section, click the radio button next to the user role you want view the permissions of. In the Default Permissions section, select the permission type you want […]
How to Modify Permissions in a User Role
In the Role section, click the radio button next to the user role you want modify the permissions of. In the Default Permissions section, select the permission type you want […]