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.
Create | Enabling this permission gives the user the ability to create new items in the relevant area, e.g. submit new forms in the relevant section. |
View | Enabling this gives the user view access to these areas, ensuring they can see previous information submitted by all users. |
Edit | The edit permission allows users to edit any existing information in a given area, regardless of who originally added it. |
Delete | This allows the user to delete or remove information within a specified area. To delete a form within a section, the form must also be marked as deletable. To do this, follow this handy guide. |
Archive | If enabled, this permission allows the user to archive a case file, removing it from the active list, setting it to read-only, and granting access to all archived cases. |
Unarchive | If enabled, this allows the user to reactivate a case file, restoring it to the active list and making it editable again. It also grants access to all archived cases. |
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.