Roles allow your users different levels of permission and access within Access Care Planning, giving you control and security for common areas of the system. For example, you can set a form to only allow managers to submit it, however other roles to view it.
To add or amend roles, follow these simple steps:
📌Note: Default users allow you to add users or groups that will automatically be added to all or new case files.
Click the three-line menu.
Click Configuration, then click Services.
Choose the relevant service, then click Roles.
Click New Role, or click the role you want to edit.
Fill in the required details and select which permissions you want the users of this role to have access to.
Click Create, then select to update all cases, or just new cases.
Click OK.
Add users to roles
You can add default users or groups to the role, these users are automatically added to every service user.
If you need to add people to a certain service user follow these steps:
Click the three-line menu.
Select the relevant service that the service user is under.
Select the relevant service user.
From the left-hand panel, select Roles.
Click Edit, then add the relevant group or employee.
Click Update.