• Access Roles Overview

    What is an Access Role? When you assign an Access Role to a staff member, you are designating which information and capabilities they will have access to in your system. But before you can start to assign Access Roles, you must first create Access Roles and define their associated capabilities. At times you may need to create a specific Access Role type. For example, you may need a screen for a new volunteer in yo...

    label_outline System Administration label_outline Access Roles
  • Creating and Editing Access Roles

      Creating An Access Role To create a new Access Role, click the launchpad  icon and click Setup. Click the Access Roles tab and click Add Role (figure 1).   figure 1   From Access Role Management, provide a name for the new Access Role (figure 2). You will also be prompted to select an Access Role Type.    figure 2   Once you've named the Role and selected a Role Type, you will be provided with a series of conf...

    label_outline System Administration label_outline Access Roles
  • Access Role Types

      When configuring an Access Role, System Administrators will be prompted to select a Role Type (figure 1).  figure 1   The Role Type options correspond with the Seat Types on the System Dashboard. When selecting a Role Type, the corresponding Access Rights options will refresh (figure 2).   figure 2   Each Seat Type, or Role Type, includes access to specific features of Clarity Human Services. For example, a S...

    label_outline Access Roles label_outline role type label_outline license label_outline seat
  • Rights Glossary for Access Roles

    This table provides definitions for the system functionality included within the Access Roles tab. The System Administrator can configure access roles that allow/disallow any of the following functionalities.   Access Rights Restore Deleted Data Provides the user with a Recover your deleted data link at the bottom of the screen.  When clicked a list of deleted records are displayed allowing the user to select a...

    label_outline System Administration label_outline Access Roles label_outline For System Administrators label_outline Glossary
  • Access Role-Based Reporting

    The Access Role-based reporting feature allows the System Administrator to regulate access to reports by designating which access roles will be allowed to access each report. Create and Assign Access Role The first step is to create end-user access roles. When creating these access roles, keep in mind that you will be able to assign each report to a single or multiple access roles. After you create the access role...

    label_outline System Administration label_outline Access Roles label_outline For Agency Managers label_outline For System Administrators label_outline Animation label_outline Reporting label_outline Report Access