Agency Admins - Learn how to:

  • Agency Admin - Roles and Permissions
  • Creating a new Role from scratch 0:21
  • !! Pro Tip !! When building new Roles... 0:44
  • Role Permissions overview 1:00
  • Create new Tab and add Demographic Boxes to Tab 2:48
  • Example of Tab in client profile 3:51
  • Continuing Tab creation 4:39
  • Rearrange Boxes in Tabs 5:29
  • Utilize search bar for Tab box libraries 5:54
  • Custom Field library 6:13
  • Custom Field Source: Own/Inherit 6:30
  • Toggle Custom Field Source: Own/Inherit 6:51
  • Access to all Program for Role 7:23
  • !! Important Rule for Permissions !! 7:41
  • Access to all Forms for Role 8:18
  • Access to all Assessments for Role 8:34
  • Access to all Client Groups for Role 8:50
  • Access to all Reports for Role 9:03
  • Assign User to a Role via Permissions tab 9:17
  • Copying all Role settings from an existing Role to another Role 9:45
  • !! Pro Tip Follow-up !! Customize each Role 10:48
  • Create new tab for a new Role 12:06
  • Access to specific Programs for Role 13:13
  • Access to specific Forms for Role 13:33
  • Assign User to a Role via Permissions tab 14:20
  • New moderate permission Role creation, Copy Role settings, customize Role demonstration 14:20
  • Access to specific Assessments for Role 16:04
  • Access to specific Reports for Role 16:24
  • New limited permission Role creation, Copy Role settings, customize Role demonstration 16:51
  • Deny access to Programs, Forms, Assessments, Client Groups, and/or Reports 17:44
  • Assign Users to a Role via Users tab 18:07
  • View client intake page as each Role 18:51