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.
Topics Covered
- View Profiles
- Create a New Profile
- Manage Permissions of a Profile
- Edit an Existing Profile
- Delete a Profile
Watch this video for a comprehensive walkthrough.
View Profiles
To view the profiles, follow the navigation path below.
- Navigate to the System Menu > Practice Settings > Administration > Profiles.
- You can view all profiles created in the system. Here, you can manage existing profiles or create new ones.
Create a New Profile
To create a new profile, perform the steps below.
- Click +Add Profile on the top right.
- Enter the Name of the Profile.
- Add a Description for the profile, as 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.
The next step involves selecting permissions for each module. These permissions will apply to users assigned to this profile.
- Select the modules from the left.
- Use the Search bar to quickly find the intended module from the list. We can search for any permission using the keywords and all the permissions with the keyword will be displayed irrespective of the profiles.
- Set Permissions by checkmarking the checkboxes on the corresponding item.
- You can enable whole sections (for example, every permission for Adjustments) or individual permission as preferred (for example, enable or disable only View permission).
| Note: Hover over the 'i' icon to view the description of each permission. |
Tip: Utilise the filter to quickly locate the items and manage their related permissions. Click Apply after selecting the items. |
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 the existing profile for Front Office Staff and customise it to include other specific permissions.
- Click Save
Manage Permissions of a Profile
To manage permissions of an existing profile:
- Click Manage Permissions on the corresponding profile.
Permissions typically include View, Add, Edit, and Delete.
- Make changes to the intended 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!