Add New Role

1. The user can add a new role by accessing “Users & Roles” from two entry points.
   1. From the Top Right Profile dropdown menu, select “Users & Roles.”
      
   2. From the Left Navigation, click on the “My Account” dropdown menu and select “Users & Roles.”
      
2. Clicking “Users & Roles” opens the Users List Screen by default. To access Roles, click the “Manage Roles” tab.
   
3. To create a new role, click the “New Role” button located in the top right corner of the screen.
   
4. Enter the Name for the role, then click “Proceed” to save it.
   
5. A list of all portal features will be displayed, and the role you have created will only have access to the features that are ticked (selected). Each category includes four core permissions: "View All," "View," "New," and "Edit." Select the necessary permissions, then click "Update Role" to apply the changes. Note: “View all” grants access to the role created to see all records or data within a specific category. “View” allows the user to see specific records or data. “New” enables users to create new entries, such as adding patients, appointments, or treatment plans. “Edit” allows the role to modify existing records, including updating patient details, treatment plans, or other system entries. Other permissions are based on the specific portal features.The new role has been created successfully!

Edit Role

6. From the Roles List Screen, click on three dots under the action column and select “Edit" for the specific role.
   
7. Select the desired permissions for the role or modify the role name, then click “Update Role” to apply the changes.
   The role has been edited successfully!

Delete Role

8. From the Roles List Screen, click on three dots under the action column and select “Delete" for the specific role.
   
9. A confirmation pop-up will appear on the screen. Click “OK” to confirm and delete the role. The role has been deleted successfully!

Clone Existing Role

10. From the Roles List Screen, click on three dots under the action column and select “Clone Existing Role" for the specific role.
    Note: “Cloning Existing Role” is the process of duplicating an existing user role with its current permissions, allowing modifications without affecting the original role.
11. The cloned role is named “Copy” followed by the original role name. You can now modify its permissions and click “Update Role” to save the changes.
    The role has been cloned successfully!

Selecting a Role While Creating a New User

12. From the Top Right Profile dropdown menu, select “Users & Roles.”
    
13. From the Users List Screen, click the “New User” button located in the top right corner of the screen.
    
14. Select one or more roles from the dropdown menu. Enter the required information and click “Save” to assign the roles.
    The role has been assigned to the user successfully!Note: For detailed instructions on creating a new user, refer to our “How to Manage Users” article.

Selecting a Role While Creating a New Provider

15. From the EMR Panel, click on “Providers” under “EMR Admin.”
    
16. From the Providers List Screen, click on the "New Provider" button located in the top right corner of the screen.
    
17. Select one or more roles from the dropdown menu. Enter the required information and click “Next” to proceed.
    
18. Click "Submit" on Step 3 to save the provider with the assigned roles.
    The role has been assigned to the provider successfully!Note: For detailed instructions on creating a new provider, refer to our “Add / View / Edit Provider” user guide.