This section discusses how to create or edit an Access Role. For a glossary of Access Role terminology, please refer to our Access Role Glossary
Creating An Access Role
To create a new Access Role, click on the launchpad icon and select Setup. Click the Access Roles tab and select Add Role.
Selecting the Add Role link will take you to the Access Role Management screen. Here you can enter the title of your new access role.
Each of the items listed on this page are criteria that you must define for each access role. They are divided into categories:
Choose the items that staff with this access role will have access to using the toggle switch. The access role in the example below does not have access to Programs or Manage Agency.
Choose the items that staff with this access role will be able to create. The access role in the example below can create any data element except Files and Assessments.
Choose the items that staff with this access role will be able to edit. The access role in the example below will not have the ability to edit Agency Services or Agency Programs.
Choose the items that staff with this access role will be able to delete. The access role in the example below cannot delete Agency Public Alerts and Client Notes.
Once you have completed creating the Agency Role profile, select Add Record at the bottom of the screen.
Editing Access Roles
To edit an existing access role, go to the Access Roles tab. Next, mouseover the access role you want to modify and select the edit icon . This will take you to the Access Role Management screen where you can modify the access categories discussed above.
Aggregate Analysis Access Role
When enabled, this access role enables authorized Non-System Administrators to have the same Data Analysis tool capabilities as a System Administrator without having to change their Access Role to System Administrator.
More specifically, these users will be able to work with aggregated data from all agencies, as opposed to just within one agency's data.