1. View roles

When you are in the “Manage Roles” tab, you can view all the roles and permissions of your organisation.
The rights you have on the platform are directly linked to the role you were assigned when you created your profile.
For example if you are a doctor, you will not necessarily have the same rights as a nurse or pharmacist. Each person's permissions are defined by your organisation's administrator.
On the left side of your screen you can see the list of roles in your organisation.

1. 1. Click on the role whose rights you wish to see.
  2. The rights and permissions granted to that role are displayed on the right side of your screen.
  3. The rights are broken down into several sections (Patient record, Care pathway builder, etc.). To view the permissions in each of these sections, click on the dropdown arrow.
  4. Each permission type (Create, Read, Update, Delete) is represented by a checkbox.

For example, here we see the permissions that a doctor has on the platform, particularly in the administration section. A doctor cannot create, edit or delete a sub-organisation. But he can create, view, edit and delete a care team.

2. Add a new role

If your organisation’s administrator gave you the permission (or if you are an administrator), you may be able to add a new role by clicking on “New role”, at the top of the role list.

Enter the role’s name. The name can be customized based on the user profiles within your organization.
Select the role’s type. It can be either Medical or Administrative. These roles have different functionalities on the platform:

- - A Medical role has access to the features described in this user manual, including interacting with patients and managing patient care.

- - An Administrative role, does not have access to patient interaction features. Its purpose is to manage the healthcare organization. Administrative roles can manage the organization, sub-organizations, care teams, and users. It can also define roles and permissions, set metrics, manage rooms and reservation modes, and oversee charts. However, it does not have access to the clinical or patient care functionalities.

To save the new role, click on “Save”.
Once the role has been created, click on it in the list and assign permissions for each feature of the platform by checking the appropriate boxes.
After assigning all the necessary permissions, be sure to save your changes by clicking “Save” at the top right.

3. Edit roles

If you have been granted permission by your administrator, you can also edit the permissions assigned to existing roles.

To do this, select the role you wish to edit from the list.
The permissions for the selected role will be displayed on the right side of your screen.

To modify the permissions, simply check or uncheck the boxes as needed. After making changes, don’t forget to save by clicking “Save” at the top right of the screen.

If you want to discard your changes and revert to the default settings, click on “Return to Defaults”.

4. Account administrator permissions

As an Account Administrator you have the following permissions, they cannot be modified:

Manage Roles and Permissions

1. View roles

2. Add a new role

3. Edit roles

4. Account administrator permissions

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