Permissions allow you to grant and limit access to people and processes in your account.
We will be releasing an update to the permissions module in our application on April 16, 2018. In preparation for this change, please find details regarding the timeline and release below.
|April 2, 2018||Grace Period Begins / New Permissions Made Available|
|April 9, 2018||Reminder #1 Sent to Organizations|
|April 13, 2018||Reminder #2 Sent to Organizations|
|April 16, 2018||Grace Period Ends / New Permissions Enabled|
On April 2, 2018, all organizations will have the ability to create new roles for providers in their organization. All current permissions set for providers will automatically be mapped to roles in the new permissions module.
A grace period for creating new roles and adjusting permissions will occur between April 2, 2018 and April 16, 2018. Current permission settings will remain in place during this time. While new roles and permissions can be set during the grace period, they will not be enforced. On April 16, 2018, the current permissions settings will be deprecated and only new permission settings will be enforced.
All organizations are strongly encouraged to review the mapped roles for your providers during the grace period. They should make adjustments to any roles that do not match their needs, and should create and assign new roles as needed. See instructions below for Creating Roles and Assigning Roles.
To easily access a list of assigned roles, please download the Provider Permissions report from the available Standard Reports.
Roles are a set of permissions that determine what providers can and cannot do. A role is not uniquely associated with one provider, but can be associated with multiple providers.
You can create, edit and delete roles by going to the Profiles tab in Settings.
Roles may only be assigned to providers.
You can assign providers to a specific roles by first adjusting the list builder to filter for provider registration types. Then go to the Manage Permissions option under Power Tools.
Finally, select the specific providers you'd like to assign to a role, select the role from the drop-down menu, and click the Grant button.
To remove a role from specific providers, select the specific providers, select the role from the drop-down menu, and click the Revoke button.