User Roles Explained
Care & Clinical provides a full role based security model. This allows you to create system roles specific to your organisation and permit users to only use the features applicable to their job. This article walks you through:
- Users Who Can Manage Roles
- Creating New Roles
- Assigning User Permissions
- Removing Roles
- Edit A Role's Title
- Copy and Edit an Existing User Role
User Who Can Manage Roles
All users with permissions to Manage Roles will have access to the Manage Roles page through the Admin menu.
Creating New Role
A new role can be created for the Organisation at any time. Select the “add new role” button within the level you wish the role to be created (the level will relate to what roles this role will be able to assign users to). When the Add new role button is selected an empty text box will display enabling the role title to be entered, click next to be taken directly to the add permissions page for the new role. Once permissions are selected and the save permission button clicked the new role will be available to assign to users.
Assigning User Permissions
When managing roles you are able to assign view, modify and remove permissions for various functions to each of your user roles. If you are unsure what assigning each permission will allow a user to do, then you can hover over the i icon.
To remove a role simply select the remove link for the role you wish to remove. A warning message will display. If you wish the role to be removed select O.K. and the role and all permissions will be removed.
Note: A role with users currently assigned cannot be removed. All users will be required to be re-assigned prior to the role being removed. The manage roles page displays a user’s avatar with a count of all active users assigned to the role.
Edit A Role's Title
To edit the title of a role select the Edit title link next to the role. Once this is selected the role name will be able to be changed. Simply change the title within the text area and select the Update button. If an error has been made and the title is not be changed the cancel button can be selected and the role title will remain. There cannot be two roles with the same name.
Copying an Edit an Existing User Role
Sometimes you might want to tweak an existing user role slightly, but retain the existing role as it still suits the needs of some of your team. The below video guide walks you through the simple process of copying a role so that you can make the creation of a similar one super efficient.