This article applies to Motivity Practice Management (Motivity PM).
This article is most relevant to admins, supervisors, and staff who configure or oversee user access.
Overview:
Access Levels in Motivity Practice Management determine what users can view, add, edit, or delete based on their role. Properly configuring these levels ensures that each team member has the right permissions for their responsibilities. This article explains how access levels work and provides step-by-step instructions for setting them up.
Locate Access Levels:
In Motivity Practice Management, navigate to the Admin Module and select "Access Levels."
This screenshot shows the Admin Module menu in Motivity Practice Management, where you select Access Levels.
This screenshot shows the Access Levels page in Motivity Practice Management.
Manage (edit/add/customize) Access Levels:
Managing/Editing Existing Access Levels
1. Use the drop-down menu to select the Access Level you want to modify.
This screenshot shows the drop-down menu for selecting an Access Level to edit in Motivity Practice Management.
2. Turning the toggle off removes all permissions for that domain. Turning the toggle on lets you choose which specific parts of the domain this role can access.
This screenshot shows the permission domain toggles for an Access Level in Motivity Practice Management.
3. Once a permissions domain is turned on, you can go through its subdomains and toggle the specific permissions on or off.
This screenshot shows the subdomain permission toggles within a domain of an Access Level in Motivity Practice Management.
4. You can rename Access Levels to better fit your organization (Ex: changing the "Site Director" Access Level title to "Admin"). To do this, click the pencil icon next to Edit Access Name in the top right corner of the page.
This screenshot shows the Edit Access Name option on the Access Levels page in Motivity Practice Management.
This screenshot shows renaming an Access Level in Motivity Practice Management.
Adding New/Custom Access Levels
You can also create new access levels that are custom to your organization. To do so:
1. Orient to the Access Levels page and select "Add" in the top right corner.
This screenshot shows the Add button on the Access Levels page in Motivity Practice Management.
2. Create a new access level from scratch or copy an existing one to use as a template. Once cloned, you can easily adjust the permissions as needed.
This screenshot shows the option to create a new Access Level from scratch or copy an existing one in Motivity Practice Management.
This screenshot shows setting permissions for a new Access Level in Motivity Practice Management.
Note: Whether you are updating an existing access level, or adding a new one - don't forget to hit save on the bottom of the page!
This screenshot shows saving an Access Level at the bottom of the page in Motivity Practice Management.
Note: If your updates to an access level don't appear immediately, the system may need a minute to process the changes.
Tip: Try logging out and then logging back in to see your updates.
See also: Access Levels Definitions