Tenant administrators can amend what a branch administrator can view when they click on configuration. To do this follow these simple steps:
Click the three-line menu.
Click Configuration, then click Tenant.
Click Preferences.
Scroll to the bottom until you see Branch Administrator Access with tick boxes.
Check the boxes you'd like the Branch Administrators to have access to.
Click Update.
What each box controls
Each box gives Branch Administrators access to one area of configuration. Tick a box to give that access, or untick it to remove it.
Users: lets the Branch Administrator manage other user records. They cannot assign a user type higher than their own.
Groups: lets them create new groups and assign users to groups.
Devices: lets them register new devices and manage user-device assignments.
Branches: lets them create and manage branches.
Alert Notifications: lets them configure alert settings, including when and how alerts are triggered.
Edit Tenant Medication List: lets them add medication to the supported medication list.
Manage Users Without Branch: lets them view and edit users in this tenant who have no branch assigned, usually users created by an integration such as Evo. This is off by default.
đ Note: None of these boxes control which activities or visits a Branch Administrator can see. That comes from branch assignment. Completing an activity also requires the user to be added to the case (Role Based Access).