Description: In this topic you will learn how about the different permissions in the system. Permissions allow users to perform a single task or small grouping of tasks in DCI. Permissions fall into 3 categories:
Global: Global permissions give the user the ability to complete the task across the entire instance. Global permissions can be issued on their own or in addition to roles.
Least Privilege: Least Privilege permissions restrict the user to complete the task with the cost center(s) of the user’s existing role. Therefore, this permission type can only be granted in addition to a role.
Miscellaneous: Miscellaneous permissions are not cost center specific and represent higher level system configurations. This permission type can be issued on its own or in addition to roles.
Role Required: Superuser
Permission Required: N/A
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
Global Permissions
Authorizations Admin Access (Authorizations Module): Add, view, and edit funding accounts across the system
Case Worker Admin: Add, view and edit case worker profiles across the system
Client Admin: Add, view and edit client profiles across the system
Cost Center Admin: Add, view and edit cost center across the system
Day Program Admin: Add, view and edit day program across the system
Employee Admin: Add, view, and edit employee profiles across the system
Funding Source Admin: Add, view and edit funding sources and service codes across the system
Group Service Admin: Add, view and edit group services across the system
Import Admin (Import Module): Import data across the system
Other Payment Admin: Manage other payment entries i.e. reimbursements and vendor payments
Parenting Program Admin: Add, view and edit parenting program across the system
Residential Program Admin: Add, view and edit residential program across the system
Permissions Admin: Add or remove permissions from any employee profile across the system. Access the details page of any employee profile across the system.
Role Admin: Add or remove roles from any employee profile across the system. Access a list of all employee profiles across the system.
Least Privilege Permissions
Client Admin: Add client profiles across the system. View and edit client profiles only within the cost center of the user’s role, if the user’s role has access to client profiles.
Employee Admin: Add employee profiles across the system. View and edit employee profiles within the cost center of the user’s role, if the user’s role has access to employee profiles.
Day Program Admin: Add day programs across the system. View and edit day programs within the cost center of the user’s role, if the user’s role has access to day programs.
Parenting Program Admin: Add parenting programs across the system. View and edit parenting programs within the cost center of the user’s role, if the user’s role has access to parenting programs.
Residential Program: Add residential programs across the system. View and edit residential programs within the cost center of the user’s role, if the user’s role has access to residential programs.
Role Admin: Add or remove roles for employee profiles within the cost center of the user’s role. User’s role must have access to employee profiles.
Permission Admin: Add or remove permissions for employee profiles within the cost center of the user’s role. User’s role must have access to employee profiles.
Miscellaneous Permissions
Support User: Allow access to help desk forms
Training Admin: Add, edit, or remove profile certifications and templates
Plan of Care Admin: Add, edit, or remove plan of care
Custom Field Admin: Add, edit, or remove custom fields
News Post Admin: Add, edit, or remove news posts, including splash screens
Holiday Schedule Admin: Add or edit holiday schedules
Notes Sup Type Admin: Add or edit note sub types
Custom Field Admin: Add or edit custom fields
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