1. Select the Administration tab. If this tab is not visible then you may not have Administrative access in Senior Care Software. Contact your supervisor.
2. Select the User Roles sub tab. If this sub tab is not visible under the Administration tab then you may not have sufficient access to add/change User Roles. Contact your Supervisor.
3. Click on the New Role button and the New Role screen opens to the right. If this button is not visible under the User Roles sub tab then you may not have sufficient access to add User Roles. Contact your Supervisor.
4. Create a Role Name.
5. Select all of the functions that a user in this role can complete from the list that is displayed below. When setting up a new role the functions are automatically set to No, however, Select All can be chosen to change all of the functions to Yes. The list of functions is organized alphabetically according to which of the main navigation tabs it is located under, i.e. all of the Address tab functions are listed together, all of the Report tab functions are listed together, etc. If a specific section in the list needs to be changed scroll down until the required section is reached or type the section name in the Search field at the top of the list next to Select All. There are three types of access.
- View - the section will be displayed for the user but no additions/changes/deletions can be made.
- Modify - the user is able to edit and change information in the section.
- Execute - the user is able to execute functions in the section.
6. Once all required sections have been updated click Save.