Background
Permissions determine what the staff can see and do, as well as what they cannot see or do. You can grant or deny access to specific modules, tabs and tasks.
Roles
Each staff account is assigned a role and each role has specific permissions attached to it. Champions are given the permission to customize permissions for their agency.
Where Can Champions Find Permissions?
- Go to the Staff module.
- Double click on a staff line (where it is not a blue link).
- Click on Role tab.
- Click on Edit Roles.
- The Roles window will open.
Important: Any changes you make within the Roles window will affect all staff assigned to the role highlighted, not just the one staff you double-clicked on to open. The number in parenthesis after the role name, tells you the number of staff that are assigned to that role.
So, changes made to the role Counselor/Clinician would affect 2 staff.
Roles Window
| a | Lists each role in your database: Role name and the number of staff assigned to the role. |
| b | This scrolling list contain the specific permissions broken out by modules. At the top are database-wide permission. |
| c | Clinical Charting rules that determine which clinical documents staff can see based on associations to the staff. |
| d | Clinical Charting rules that determine which clinical documents staff can see based on associations to the client. |
To Make Changes
NOTE: If you only want to change the permission for one staff and several staff are assigned to that role, you will want to (1) copy the role, (2) rename the role, then (3) edit the new role.