How to manage roles

Accessing the Role Management Center

On the ProClient Dashboard, click your name, click Settings

You will be able to view a selection of action buttons. Click on “Permissions.”

You will be taken to the Role Management center. This page shows a tabled list of all existing roles that can be assigned to team members.

Role Management Actions

The table shows the number of users assigned per role. You will also see a couple of action buttons: “View permissions” and “Copy to new.”

Clicking on “View permissions” for a role will open a pop-up window listing all customizable permissions. Next to each one are checkboxes labeled View, Add, Update, Delete, and Manage. These show which actions are permitted to a user with the given role.

Customizing Permissions for a Role

If you want to change the permissions for a role, you can click on a checkbox to activate or deactivate permission.

You will see a pop-up window that says, "This is a system Role, would you like to copy this Role to create your custom Role?" If you agree, a pop-up window labeled "Copy Role" will be shown.

By clicking on the checkboxes, you can fine-tune a user’s permissions to perform all kinds of actions. For example, you can alter their permission to View, Add, Update, Delete, and Manage an appointment. You can allow them to perform all those actions, or select only the specific actions they are able to do.

"Copy to New" Process

The “Copy to new” button is used for creating a new role with similar permissions to an existing role. When you click on “Copy to new,” you can select an existing role. This will open a pop-up window that shows the configuration of permissions for that role.

It is the same pop-up that is shown by “View permissions” with one important distinction. It shows a Name field that you need to fill out. Enter the name of the new role, then customize the permissions for it. You can do this by checking or unchecking the boxes shown.

Click on “Save” to confirm the creation of the new role.