Setting Staff Permissions

REQUIREMENT & PERMISSIONS

User should have Can change permissions permission.

Documentation

1. Click on STAFF.

2. Click on the STAFF MEMBER you are setting permissions for.

3. Scroll down and click PERMISSIONS + GROUPS.

4. CHECK or UNCHECK any permissions needed.

5. Click UPDATE.

Permission In Details

• Can send announcements: Allows the user to broadcast messages or notifications to all users within the system.
• Can change permissions and groups: Grants the ability to modify user permissions and assign users to different groups or roles.
• Can create accounts: Enables the creation of new user accounts within the system.
• Can delete accounts: Permits the deletion of existing user accounts from the system.
• Can update account information (including passwords): Allows the user to modify account details, including resetting passwords.
• Can view all staff: Grants access to view information about all staff members.
• Can manage staff groups: Enables the organization and management of staff into different groups or categories.
• Can view reports: Provides access to view various reports generated within the system.
• Can manage external providers: Allows the management of external service providers associated with the system.
• Can add new patients: Permits the addition of new patient records into the system.
• Can view inactive patients: Grants access to view patients who are no longer active.
• Can delete patients: Allows the deletion of patient records from the system.
• Can view all patients: Provides access to view information about all patients.
• Can update patients: Enables the modification of patient information.
• Can view patient task tracker: Grants access to view the task tracker for patients, which includes tasks assigned to them.
• Can add patient task tracker: Allows the user to add new tasks to the patient task tracker.
• Can change patient task tracker: Permits the modification of tasks within the patient task tracker.
• Can delete patient task tracker: Enables the deletion of tasks from the patient task tracker.
• Can view caregiver tasks: Grants access to view tasks assigned to caregivers.
• Can add caregiver tasks: Allows the user to assign new tasks to caregivers.
• Can change caregiver tasks: Permits the modification of tasks assigned to caregivers.
• Can delete caregiver tasks: Enables the deletion of tasks assigned to caregivers.
• Can access files in patient chart: Grants the ability to view files stored in a patient's chart.
• Can upload documents: Allows the user to upload documents to the system.
• Can manage medications: Enables the management of patient medications, including adding, updating, and deleting medication records.
• Can approve or disapprove notes: Permits the approval or disapproval of notes or entries made within the system.
• Can schedule events: Allows the user to create and schedule events within the system.
• Can view patient schedules: Grants access to view the schedules of patients.
• Can clone event: Enables the duplication of existing events to create similar ones.
• Can schedule service types: Allows the scheduling of different types of services provided to patients.
• Can view service types on calendar: Provides the ability to see various service types on the calendar.
• Can view staff schedules: Grants access to view the schedules of staff members.
• Can view staff task tracker: Allows the user to view the task tracker for staff, which includes tasks assigned to them.
• Can add staff task tracker: Enables the addition of new tasks to the staff task tracker.
• Can change staff task tracker: Permits the modification of tasks within the staff task tracker.
• Can delete staff task tracker: Allows the deletion of tasks from the staff task tracker.
• Can add learning lessons: Enables the user to create and add new learning lessons to the system.
• Can delete learning lessons: Permits the deletion of existing learning lessons from the system.