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The difference between permissions and roles:

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Description: In this topic you will learn how to add or remove permissions for an employee profile. Permissions allow the user to perform a specific task for the entire system

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for all

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cost centers.

*Please note: Multiple permissions can be

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• 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.

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assigned to an employee.

Role Required: N/A

Permission Required: Admin Permission

1. Log in to your personal profile
2. Select Home on the main menu
3. Select the Employees tab on the submenu
4. Search for the employee by entering the employee name in the search box and select the Search button
5. Select the employee in the table below the search box by clicking anywhere in the employee row
6. The Employee Details page will open up
7. Select the Actions button
8. Select Manage Permissions from the Actions drop down
9. The Manage Permissions form wizard will open up
10. Check or Uncheck the permissions for the employee profile
11. Select the Save button
12. Select Yes on the confirmation alert window

Available Permissions:

• Case Worker Admin

• Cost Center Admin

• Support User

• Funding Source Admin

• Permissions Admin

• Role Admin

• Parenting Program Admin

• Training Admin

• Plan of Care Admin

• Custom Field Admin

• Client Admin

• Day Program Admin

• Employee Admin

• Holiday Schedule Admin

• Residential Program Admin

• Group Service Admin

• Import Admin

• Authorization Admin

• Notes Sub Type Admin

• News Post Admin

• Other Payment Admin (FI Only)

• Custom Field Admin (FI Only)

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