VIDEO: Agency Admin - Roles and Permissions

Agency Admin - Roles and Permissions

Agency Admins, learn how to create new roles, add intake options to client intake pages, assign staff members to roles, limit staff members' access to eLogic Genesis features, and more. Reference the time-stamped table of contents below to jump to each topic.

If you prefer written walkthroughs, see Agency Admin - Roles and Permissions.

Topics covered in this video: 

• 0:21 - Create a new Role from scratch 
• 0:44 - !!Pro Tip when building new Roles!! 
• 1:00 - Role Permissions overview 
• 2:48 - Create new Tab and add Demographic Boxes to Tab 
• 3:51 - Example of Tab in client profile 
• 4:39 - Continuing Tab creation 
• 5:29 - Rearrange Boxes in Tabs 
• 5:54 - Utilize search bar for Tab box libraries 
• 6:13 - Custom Field library 
• 6:30 - Custom Field Source: Own/Inherit 
• 6:51 - Toggle Custom Field Source: Own/Inherit 
• 7:23 - Access to all Program for Role 
• 7:41 - !!Important Rule for Permissions!! 
• 8:18 - Access to all Forms for Role 
• 8:34 - Access to all Assessments for Role 
• 8:50 - Access to all Client Groups for Role 
• 9:03 - Access to all Reports for Role 
• 9:17 - Assign User to a Role via Permissions tab 
• 9:45 - Copying all Role settings from an existing Role to another Role 
• 10:48 - !!Pro Tip Follow-up!! Customize each Role 
• 12:06 - Create new tab for a new Role 
• 13:13 - Access to specific Programs for Role 
• 13:33 - Access to specific Forms for Role 
• 14:20 - Assign User to a Role via Permissions tab 
• 14:20 - New moderate permission Role creation, Copy Role settings, customize Role demonstration 
• 16:04 - Access to specific Assessments for Role 
• 16:24 - Access to specific Reports for Role 
• 16:51 - New limited permission Role creation, Copy Role settings, customize Role demonstration 
• 17:44 - Deny access to Programs, Forms, Assessments, Client Groups, and/or Reports 
• 18:07 - Assign Users to a Role via Users tab 
• 18:51 - View client intake page as each Role