This article explains how admins with the “modify” admin permission can update user permission groups or individually customize user permissions.
This article covers the following topics:
How to add or remove permission groups
Over the course of a year, admins may gain additional responsibilities, which facilitate the need for additional permission groups. For example, if an admin with the Super User permission group would like to have access to Health Records, they can add themselves to that permission group. For information on how to create permission groups, please refer to this article.
To add permission groups to a user:
- Go to Main > Admins
- Hover over the desired admin and select the Edit ()
- Click anywhere inside the Permission Group field to select a group
- Save
How to customize user permissions
An admin can also choose to customize user permissions instead of assigning permission groups. This is done when an admin requires additional permissions that the current permission group does not offer.
To customize Admin permission:
- Go to Main > Admins
- Hover over the desired admin and select the Edit ()
- Find the permission row(s) you would like to update
- Click on the desired icon to assign the permission.
- For additional information on what each icon represents, please refer to this article.
- If the user is assigned to a permission group, a Warning message will appear. Selecting yes will keep all permissions currently selected in addition to being able to add additional permissions.
- Clicking on an existing icon will remove the permission
- Save