Roles
Configure roles to control system access.
By Lucy and 2 others3 authors8 articles
- Create new rolesIn this article, we explain how to create new, or amend current roles.
- Why a user can access ACP but cannot see certain modules or featuresA step-by-step guide to diagnosing why a user can log into ACP but cannot see certain modules, features, or records — covering RBAC, tenant preferences, Evo permissions, and branch-scoped restrictions.
- Admin self-serve guide — common configuration tasks you can do yourselfA decision guide for Tenant Administrators and Branch Administrators on which common configuration tasks they can complete themselves in ACP and which require a support case.
- Employee not appearing in ACP after creation in People Planner or Access Care RosteringSteps to take when a new employee record created in your rostering system has not appeared in Access Care Planning.
- Client integrated to the wrong service or new branch not appearing in ACPWhat to do when a service user integrated from People Planner or Access Care Rostering has arrived in the wrong service, or a newly created branch has not appeared in…
- Unexpected emails from Access Care PlanningWhat to do if you or your staff have received an unexpected email from Access Care Planning, including subscription confirmations, alert notifications, and automation rule emails.
- Amend role based accessIn this article, we explain how to create and amend role based access.
- Multi-branch access for Branch Administrators user guideManage multiple branches with a single login