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!