Users & permissions

Adding users, roles, permissions and how users affect your bill.

• Add a user

  Give a new team member a login. Leave the password blank and they get an email to set up their own.

• Change one user's permissions (and set up a documents-only user)

  Tick or untick single permissions for one person, or limit someone to viewing patient documents.

• Deactivate a user or change their role

  Turn off someone's login when they leave, or move them to another role. Their work stays in CaseMgmt.

• How adding a user affects your bill

  Your plan includes some users; each paid user beyond that is billed at their role's price. Referral Staff are free.

• Roles explained: what each person can see and do

  Every login has a role: Admin, Nurse Case Manager, Internal Case Manager, Billing Staff or Referral Staff.