Permissions and roles impact what you and your team of providers are able to see and access in your account. Here's a quick breakdown:
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Permissions: the various authorizations granted to providers in your organization. In the CampDoc / SchoolDoc app, there are view and edit permissions available for a wide variety of features and processes. If you’re the primary provider for your organization, you can access General Settings to view, create, and add permissions to provider roles.
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Roles: a set of permissions that determine what you can and cannot do in your organization’s account. A role is not unique to one provider; multiple providers can be assigned the same role.
Important: Permissions and roles should reflect the job responsibilities of your program’s staff. Keep security/HIPAA compliance in mind when determining permissions and roles.
Use the following resources to help you think through staff responsibilities, and the various permissions and roles needed to be set up in your CampDoc or SchoolDoc account. Need assistance? Please reach out to your Client Success Team!