Selecting correct roles for users

To select a role, simply click on the role until it is highlighted in blue and has a blue tick on the right.

Access roles are split into Primary and Secondary. Primary role will give users access to the portal, while secondary can be added for extra access.

Access rights for each role are the following:

Name	Access	Restrictions
(Primary) Clinical Staff	Register patients and send out invites to complete assessments* Edit patient demographics* View the timeline for the assessment Add a comment to the timeline Change the assessment tag Add/amend a TCI date Add/amend clinical priority View the assessment View/edit clinical notes Export pdf document Send and schedule messages to patients	None
(Primary) Administrator	Register patients and send out invites to complete assessments* Edit patient demographics* View the timeline for the assessment Add a comment to the timeline Change the assessment tag Add/amend a TCI date Add/amend clinical priority	Cannot view the assessment Cannot view/edit clinical notes Cannot export pdf document
(Primary) Limited administrator	Register patients and send out invites to complete assessments* Edit patient demographics* View the timeline for the assessment Change the assessment tag Add/amend a TCI date Add/amend clinical priority	Cannot change the assessment tag Cannot view the assessment Cannot view/edit clinical notes Cannot export pdf document
(Primary) Read Only	View the dashboard (including filtering and sorting) Search for the patients View the patient page View the Summary, Assessment and Documents tab on the patient page View clinical notes or suggested actions View assessment answers and forms View scheduled or sent messages Download existing PDF reports (those already exported by other users)	Cannot edit any fields on the patient page* Cannot add new patients* Cannot create new assessments* Cannot acknowledge attention flags Cannot add comments Cannot add, send or schedule messages Cannot export new PDF reports in the Documents tab
(Secondary) Archiver	Can archive completed assessments	Has to be selected with another role to gain access to the platform
(Secondary) Binner	Can move assessments to the bin	Has to be selected with another role to gain access to the platform
No Access	N/A	No access to the platform, usually used when adding consultants to the list
(Secondary) User Administrator	Access to user management platform	Has to be selected with another role to gain access to the platform
(Secondary) Messenger	Access to send and schedule messages	Allows users to send messages to patients - if your portal is not set up to send messages this will have no effect
(Secondary) Messenger admin	Access to send messages and create message templates	Allows users to edit, delete and publish message templates - if your portal is not set up to send messages this will have no effect

*feature only available to portals where integration is not enabled.

Selecting correct roles for users

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