Create and Manage User Profiles

Let's explore how to add or manage user profiles and their permissions in CareStack. These permissions control access to different areas and actions within the PMS. 

Note: A super admin of your practice would be able to add and manage profile permissions. Please contact your practice manager to make changes to your profile.
 

Topics Covered

• View Profiles
• Create a New Profile
• Manage Permissions of a Profile
• Edit an Existing Profile
• Delete a Profile

View Profiles

To view the profiles, follow the navigation path below.

• Navigate to the System Menu > Practice Settings > Administration > Profiles.
• Here, you can view all profiles created within the PMS, manage existing ones, or create new profiles.

Create a New Profile

To create a new profile, perform the steps below.

• Click + Add Profile in the upper right.

• Enter the Name of the Profile.
• Add a Description for the profile, if needed.
• Provide Session Timeout duration in minutes. This option determines how long a profile will stay logged in one session when there is no activity. The profile will automatically log out of the system after the configured timeout period of inactivity.
• Click Save & Manage Permissions.

Manage Permissions of a Profile

The next step involves selecting permissions for each module. These permissions will apply to users assigned to this profile.

To manage permissions of an existing profile:

• Click Manage Permissions on the corresponding profile.

• Select the module from the left.
  • Use the Search bar to quickly find the intended module from the list. 
  • Search for any permission using keywords to display all related permissions, regardless of profile.
• Assign permissions by selecting the checkboxes for each item on the corresponding item.
  • Permissions typically include View, Add, Edit, and Delete.
  • You can enable all permissions for a section, like Memo, which includes all related permissions, or assign individual permissions, for instance, enable  View or Add permission, etc.

Note: Hover over the 'i' icon to view a description of each item.

Tip: Utilise the filter to quickly locate the items and manage their related permissions. Click Apply after selecting the items.

Note: You can Copy Permissions from another profile exactly as they are. Once the permissions are copied, you can make the necessary changes as needed.

• Click on the Copy Permissions from drop-down.
• Select the required profile to copy permissions from.

Use Case: Assume a Dental Assistant is now taking on additional responsibilities as a Front Office Staff. Instead of manually assigning permissions one by one, the admin can create a new profile and copy permissions from existing profile for Front Office Staff and customise it to include other specific permissions.

• Click Save.

Edit an Existing Profile

To edit the Name, Description, or Session Timeout of an existing profile:

• Click Edit on the corresponding profile.

• Manage the required changes > click Save.

Note: The Super Admin profile has default access to all features. The only editable feature in this profile is the Session Timeout option.

Delete a Profile

To delete a profile:

• Select a profile(s) > click Delete.

• Click Delete on the confirmation modal.

Note: If a profile is assigned to a user, a warning appears upon attempting to delete it. You can only delete it once the assigned users are reassigned to another profile.

Practices can use this simple guide to learn how to add or configure profiles and manage permissions for them in CareStack!