User roles assist in defining a level of access a user possesses within the platform. This supports the ability for customizing the user experience as a scheduler, a profile editor, or an admin and removes buttons that are not needed from view.
Scheduler- A scheduler is a user who has neither Editor or Admin toggled. The scheduler can view items such as Schedule a Patient tab, view Appointments tab, and other items relevant to patient scheduling.
Editor- An editor has a certain level of access in either specified locations or all locations. Editors have the same level of access as schedulers and have the opportunity for all functionality as schedulers, but can also edit profiles, as shown below.
Scheduler and Editor Dashboard View:
Editor's Ability to Edit Profiles:
1. Verify that Editor is toggled when adding or updating the user. The user can be assigned to one or many locations (the same as a scheduler). Note: Admins have access to the below image and can set locations for the editors and schedulers. For SSO clients, Admins will need to double check location access and set accordingly on this page.
2. To edit profiles, to to Settings -> Edit Your Profiles.
3. Find the desired profile in the profiles listing, and click to edit Profile Info, Contact Info, and more.
Admin- An admin has all abilities as Scheduler and Editor, as well as the Admin portal, which includes the ability to manipulate the organization information, create locations, and user access to the platform and locations. The admin also has the ability to run CSV exports for Referrals and Appointments. The Admin user can have access to all locations within the organization or limited access, depending on the Admin's workflow.