How To Add A Custom Created Role?
Click on Settings from the main menu and then go to the Practice Management menu and select the Access Management tab.
Go to the Roles tab.
Click on the +Role as shown below.
Fill in all the details and check on the permissions you want to give to the role as shown below.
Click on the Save button.
The created role can be displayed in the roles table as shown below.
You can also Deactivate the custom-created role by switching OFF the switch. custom-created role by clicking on the edit icon under the Edit column as shown below.
Make the changes you want for that role and click on the Save button.
Your role is successfully edited.
You can also delete the custom-created role by clicking on the Delete icon under the view column as shown below.
Your custom-created role is successfully deleted.
You can also view the details of the custom-created role by clicking on the View icon under the view column as shown below.
To get more details about ACCESS MANAGEMENT, click here
Related Articles
How To Activate/ Deactivate Custom Created Role?
Click on Settings from the main menu and then go to the Practice Management menu and select the Access Management tab. Go to the Roles tab. Activate/ Deactivate the custom-created role by switching ON/ OFF the switch as shown below. To get more ...How To Create A Role For Billing Administrator In PureEHR?
Click on Settings from the main menu and then go to the Practice Management menu and select the Access Management tab. This will redirect you to the Access Management module. To create custom roles, go to the Roles tab from the left menu as shown ...How To Edit Custom Created Roles?
Click on Settings from the main menu and then go to the Practice Management menu and select the Access Management tab. Go to the Roles tab. Click on the edit icon under the Edit column as shown below. Make the changes you want for that role and click ...What Is Access Management?
Introduction Access Management allows the user to view roles and permissions for the provider and staff members. The user can set the permission and can also take the permission from the provider and staff members. Providers and Staff members who are ...How To Remove Permission From The Provider Account?
Click on Settings from the main menu and then go to the Practice Management menu and select the Access Management tab. Go to the Providers tab. Click on the View icon as shown below. Uncheck on the permission you want to remove access to the provider ...