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Add/Remove Permissions

The difference between permissions and roles:

  • Permissions: Allows user to perform a specific task for the entire system
    • Access to perform the task for all Cost Centers
    • Multiple permissions can be selected
  • Roles: Allows user to perform a group of tasks for specific Cost Center(s)
    • Access to perform several tasks (predetermined) for one or more Cost Centers
    • User can only have one role per Cost Center

Permissions include:

  • Case Worker Admin: Create/edit caseworker profiles
  • Funding Source Admin: Create/edit funding source profiles and service codes
  • Cost Center Admin: Create/edit cost centers
  • Employee Admin: Create/edit employee profiles
  • Client Admin: Create/edit client profiles
  • Residential Program Admin: Create/edit residential program profiles
  • Day Program Admin: Create/edit day program profiles
  • Group Service Admin: Create/edit group service profiles
  • Parenting Program Admin: Create/edit parenting program profiles
  • Holiday Schedule Admin: Create/edit holiday schedules
  • Permissions Admin: Grant profile permissions
  • Role Admin: Manage role assignments
  • Import Admin: Access the Import Module to import data into the system
  • Training Admin: Manage Certification Requirements and Certification Templates
  • Authorization Admin: Complete all tasks within Authorization Module
  • Vendor Admin Permission: Complete all tasks associated with Vendors Module
  • Employer Reimbursement Admin Permission: Manage Reimbursement Entries

To add permissions for an employee:

  1. Log in to your personal profile
  2. Click "Employees" from the side bar
  3. Search for the Employee
  4. Click "Actions" then click "Manage Permissions" on the drop down
  5. Check the permission(s)
  6. Click "Save"
  7. Click "Yes" on the confirmation window

To remove roles for an employee:

  1. Repeat steps 1-4 above
  2. Uncheck the permission(s) you wish to remove
  3. Click "Save"
  4. Click "Yes" on the confirmation window

*Permissions cannot be added to the Employer Role.

NOTE: This task requires Permissions Admin Permission. Contact your supervisor if you need to perform this task and are unable to do so.

 

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