Administrators can assign specific roles to users in the system to ensure the right people have the appropriate access and permissions. Understanding these roles helps manage access and maintains security.
Below you can see all the available roles.
Administrator
Manages system settings, user accounts, and permissions. Has full access to all features and data.
Manager
Oversees team operations and manages provider data. The typical permissions they have are:
View and edit provider information.
Add notes.
Assign contacts.
Standard User
Accesses and updates provider records as part of daily responsibilities. The typical permissions they have are:
View providers.
Add notes.
Upload knowledge (if permitted).
Viewer
Provides read-only access for auditing or general viewing. The typical permissions they have are:
View providers, notes, and knowledge.
No editing capabilities.
Custom or Other Roles
Some organisations use bespoke roles tailored to specific needs and these permissions are defined by the administrator.
What Each Role Allows
Administrators have the highest level of access. They can:
Create, edit, and deactivate user accounts.
Assign or change user roles.
Modify provider data, including sensitive information.
Access audit trails and system-wide settings.
Managers typically:
Manage provider and team data.
Add, edit, or remove notes and contacts.
Cannot manage users or system settings (unless explicitly permitted).
Standard users can:
View and update assigned providers.
Add provider notes and upload files (knowledge), depending on permissions.
Cannot manage users or change permission levels.
Viewers are limited to:
Viewing provider details, notes, and knowledge.
No editing or management capabilities.
Assigning a User Role
To assign or update a user role:
Navigate to the User Management section (usually under Administration).
Select the user you want to modify.
Choose the appropriate role from the dropdown list.
Save your changes.
📌Note: Only Administrators can assign or change user roles. Always confirm the required level of access before making updates. (Changes take effect immediately).