When creating a custom base user role for non-staff users, there are a few recommend minimal permissions to include:
Application Actions
- Favorite Search
- Search
Screens
- Administration: Care Team Images
- Client: My Dashboard
- Client: My Preferences
For any documents you want the person to be able to CREATE or EDIT:
- Grant permission to the corresponding Document Codes (Edit)
- Grant permission to the corresponding Document Codes (View)
- Grant permission to the corresponding Screens
- If there are any popups that can occur while on a screen, you’ll have to permission these popups separately. Find and grant permission to the corresponding Screens permission for these popups.
- Grant permission to the corresponding QuickLink
For any documents you want the person to be able to VIEW ONLY:
- Grant permission to the corresponding Document Codes (View)
- Grant permission to the corresponding Screens
- If there are any popups that can occur while on a screen, you’ll have to permission these popups separately. Find and grant permission to the corresponding Screens permission for these popups.
- Grant permission to the corresponding QuickLink
Updated 9/6/24