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:
- Log in to your personal profile
- Click "Employees" from the side bar
- Search for the Employee
- Click "Actions" then click "Manage Permissions" on the drop down
- Check the permission(s)
- Click "Save"
- Click "Yes" on the confirmation window
To remove roles for an employee:
- Repeat steps 1-4 above
- Uncheck the permission(s) you wish to remove
- Click "Save"
- 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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