Roles
A Role is a collection of privileges that can be assigned to users. These privileges determine what a user can do within Principle. For example a practitioner would have a different set of privileges than a receptionist. A user can be assigned multiple roles.
The Roles Page under Workspace Settings allows you to create and manage these roles for your Practice.
Each role can be configured by checking or unchecking permissions:
Note: Be carful not to remove permissions that would prevent that role from carrying out their duties. For Example, Practitioners will always need the permission that allows them to conduct appointments.
Creating a Role
Click Create Role.
Create a name for the new Role.
The new Role will appear in the list of roles.
Click into the Role and tick any permissions which would be required of that role.
If a Role does not have a permission, the user will not be able to see that section of the software.
Click Save.