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Manage user permissions

Permissions determine what a user can view, create, edit, or manage inside your organization.

Before you start​

You’ll need a test organization to work from. See Set up an organization.

Understand the relationship between people and users​

A person record stores information about someone in the organization, such as a therapist, physician, or staff member.

A user account lets that person sign in.

You can create a person without inviting them as a user. This lets you set up their details and permissions before they ever join.

Review a user's permissions​

  1. Open People.
  2. Select the person.
  3. Open their settings or permissions section.
  4. Review their organization role.
  5. Review any facility, patient, or feature-specific access.
  6. Save changes.

Set permissions before inviting a user​

Use this sequence when you want the user to have the right access the moment they accept the invitation.

  1. Create the person record.
  2. Leave Invite user off.
  3. Open the person's settings.
  4. Set the correct permissions.
  5. Save the person.
  6. Send the invitation.

When the user accepts the invitation, they join the organization with the permissions you already configured.

Good permission habits​

  • Give users the access they need for their role.
  • Limit admin permissions to people who manage organization setup.
  • Review permissions when someone's job changes.
  • Remove or reduce access when someone no longer works with a facility or organization.
  • Set permissions before sending invitations when onboarding multiple users.