How to Edit the Client Fly-Out Menu Options
When searching up clients through the âclient searchâ icon, users can hover over a clientâs 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 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
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
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
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 […]
How to Grant All Permissions to a User Role
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
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
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 […]