To set up permissions for the Facility, go to the Manage Permissions screen.
Home > Administration > Security > Permission Manager
Admin can select the Facility tab, and then select the Role.
This allows admin to set up permissions for Facility tabs (General, Contacts, Allocations, Planner, Roster and Admin Notes), manage facility notes and documents, and the ability to add/archive facilities, access the facility roster as well as staff timesheets and reconciliation.
To access the Allocations feature, roles must be granted permissions from the Permission Manager. Under Facility > Allocations, roles can be assigned separate permissions for Preferred and Excluded lists. The permission levels are Read & Update, Read Only, and No Access.
The Permissions are:
Read and Update: Shows the edit button to make changes.
Read Only: Will show the tab in read-only mode. There is no edit button.
No Access: The tab will be hidden.
Create: Can create a new document or note.
Update: Can update an existing document or note.
Delete: Allows a staff member to delete notes or documents.
Admin can also set up permissions for that role for:
- Facility advanced notes
- Facility documents
- Can add new facility
- Archive existing facility
- Access facility roster report
- Access staff roster allocation report
- Complete own timesheet
- Complete other staff timesheets (admin)
- Access staff reconciliation report