Manage Permissions for Users

1. The user can manage user permissions by accessing the Users & Roles List Screen 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. From the user list, click on three dots under the action column and select “Manage Permissions" for the specific user.
   
3. A list of all portal features will be displayed, and the user 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 "Save" to apply the changes.
   Note: “View all” grants access to see all records or data within a specific category, not just those assigned to the provider. “View” allows the provider to see specific records or data but may be limited to their assigned cases or roles. “New” enables providers to create new entries, such as adding patients, appointments, or treatment plans. “Edit” allows providers to modify existing records, including updating patient details, treatment plans, or other system entries. Other permissions are based on the specific portal features.
4. Another way to manage permissions is through the View Users page. To view a specific user from the list, click the three dots under the action column and select "View," or simply click anywhere on the user’s data.
   
5. On the User View Screen, click on the ‘’Manage Permissions’’ button on the top right corner of the screen.
6. Select the desired permissions from the list, then click “Save” to apply them.
   You have successfully managed permissions for the user!