Minimum Permissions for a Custom Base Staff User Role
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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
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Click on the Search icon. Type âStaff Roles and Permissions 2â in the search bar. Select âStaff Roles and Permissions 2â from the search results. This will open up a […]
How to Create a User Role
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Click the Search icon. Type âRole Definitionâ into the search bar. Select âRole Definition (Administration)â 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
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In the Role section, select the user role you want to copy permissions into. In the Permission Utilities section, click âCopy permissions from one role to selected role. â This […]
How to View Permissions in a User Role
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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
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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 […]
How to Grant All Permissions to a User Role
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In the Role section, select the user role you want to copy permissions into. In the Permission Utilities section, click âGrant complete access to selected role.â This brings up a […]
How to Deny All Permissions to a User Role
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In the Role section, select the user role you want to copy permissions into. In the Permission Utilities section, click âRemove permissions from selected role. â This brings up a […]
How to Deactivate a User Role
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Click the Search icon. Type Role Definition into the search bar. Click to select Role Definition (Administration). This takes you to the Role Definition screen. In the Roles section, click […]
How to Delete a User Role
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Click the Search icon. Type Role Definition into the search bar. Click to select Role Definition (Administration). This takes you to the Role Definition screen. In the Roles section, click […]