EDIT - Roles & Permissions

Note:

• Must be completed by an Account Admin.
• Account Admin Permissions are preset and locked.
• For assistance, hints are provided to the right of many input boxes and settings buttons.

Steps:

1. Select the “Admin” area in the green, left-hand side menu.
2. The above action takes you to the "User List" page.
3. Select the “Roles & Permissions” button at the top of the page.
4. The above action takes you to the “Roles & Permissions” page.
5. Select any Role's blue “Create/Edit” button.
6. The above action takes you to the "PERMISSIONS" modal for the selected Role.
7. Blue buttons represent Permissions currently granted to this Role and gray buttons represent Permissions not currently granted to this Role.
8. Selecting a blue button removes that permission from the Role and clicking on a gray button adds that Permission to the Role.
9. Selecting the green "Select All" button at the bottom of the modal grants ALL Permissions to the Role.
10. Select the blue “Save” button when finished.
11. The above action returns you to the Role & Permissions page which now displays "(Role Name) PERMISSIONS UPDATED".
12. Repeat Steps 5 through 10 for each Role applicable to your practice.