Use caution as you assign Permissions to Roles! Be sure each user assigned to a Role is on a Need To Know basis only. Remember: It is always easier to grant more access tomorrow than risk a privacy breach today! Learn more on Roles and Permissions here.
1. Click Agency Admin from the System Navigation Bar
2. Click the Permissions tab
3. Click Create New Role
4. Type role name… (Case Worker, Receptionist, etc.) in the Role Name text box
if you filled out the worksheet, this is Step One, Position: ____________________
5. Select all applicable Role Permissions from the list of check-boxes
if you filled out the worksheet, this is Step Two, Select Role Permissions:
6. Click Save Settings at the bottom
7. Click the Tabs toggle
8. Click Create Tab
these are your custom tabs located in the Navigation Bar. Click here and here for examples.
9. Box will appear below
10. Click and drag Demographics and/or Custom Field options from the libraries to the box - repeat as needed
11. Repeat steps 8-10 as needed
for help creating custom fields, click here.
12. Click the Programs toggle
13. Select from the list of Available Programs which Programs you wish to limit this Role to have - by selecting Available Programs, you are establishing this Role to ONLY access selected Programs
If this Role has access to all Programs, leave Assigned Programs blank
for help Adding Programs, click here.
14. Click the Forms toggle
15. Select from the list of Available Forms which Forms you wish to limit this Role to have - by selecting Available Forms, you are establishing this Role to ONLY access selected Forms
If this Role has access to all Forms, leave Assigned Forms blank
for help Creating Forms, click here.
16. Click the Assessments toggle
17. Select from the list of Available Assessments which Assessments you wish to limit this Role to have - by selecting Available Assessments, you are establishing this Role to ONLY access selected Assessments
If this Role has access to all Assessments, leave Assigned Assessments blank
for help Creating Assessments, click here.
18. Click the Client Groups toggle
19. Select from the list of Available Client Groups which Client Groups you wish to limit this Role to have - by selecting Available Client Groups, you are establishing this Role to ONLY access selected Client Groups
If this Role has access to all Client Groups, leave Assigned Client Groups blank
for help Adding Clients to Groups, click here.
for help Creating New Client Groups, click here.
20. Click the Reports toggle
21. Select from the list of Available Reports which Reports you wish to limit this Role to have - by selecting Available Reports, you are establishing this Role to ONLY access selected Reports
If this Role has access to all Reports, leave Assigned Reports blank
22. Click the Users toggle
23. Select from the list of System Users which Users you wish to be in this Role - Users MUST be assigned a Role before they can log in
Repeat the process for each Role. Remember, you can Copy Existing Roles to build Roles from each other.