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Before you assign member permissions, you need to create roles and designate permissions for each role. 

Owner Role

  • The system comes with one built-in role: Owner.  

  • When you create a new Organization, you are automatically assigned the Owner role.  

  • The Owner role has all permissions. 

  • The Owner role cannot be modified or renamed.  

  • An Organization must have at least one Owner, but there can be multiple Owners.

  • Only an existing Owner can assign the Owner role to other members in an Organization. 

    • Proceed with caution!  If you make someone else an Owner, they could do anything in the Organization, e.g. delete the Organization entirely, or demote you and make themselves the sole Owner!  

Creating a New Role

To create a role, click on the plus sign in the top right corner and name the role you would like to create.  

For example, you can make the following roles: 

  • Administrator
  • Supervisor
  • Behavior Tech
  • Parent
  • SLP
  • OT

The roles will be displayed alphabetically. You can set role permissions to view learners, add/edit learners, assign programs to learners, view/edit/add data, set target state (e.g. mastering targets, putting targets on hold), view/edit/assign team members to learners, and manage roles. 

 

Applying and Changing Permissions

Slide the ball across the bar to set levels of permission for each role. You can slide the bar halfway to give the role permission only "if on team" or "if assigned" meaning that they only have this permission only if they are assigned to that learner's team. See Assign members to a team article to learn how to assign members to a learners team. 

If you slide it all the way to the right, that role will have permission to perform that action with all learners. See below for a definition of each permission.

Permissions can be changed at any time.  Simply move the slider to the new level of permission.  These changes are applied immediately and do not require saving or refreshing the page. 

roles_1.png

role_2.png

 

Permissions Definitions

Learners

  • View Learners (Basic Info)- View a learners basic info such as their nickname.
  • View Protected Info-  View learners full name, demographics and other identifiers. 
  • Edit Protected Info- Edit learners full name, demographics and other identifiers. 
  • Add & Remove Learners- Add and remove learners, and edit their information. This would allow the member to add or delete learners profiles.
  • View Programs: View instructions, all targets and transition rules.
  • View Data: View charts and timeline for learners. 
  • Collect Data: Start a session and collect data. 
    • You can further restrict what session types a member with this role can collect: 
      • Click on the pencil next to  "Allowed across all non-playlist session types" and select "+Session Type". Type in the name of the session type you would like this role to collect data for. 
  • Export Data: Export a learner's data, including PHI. 
  • Revise Past Data: Revise past session start/end time, delete sessions, or edit historical target data. 
  • Set Target State: Activate targets and manually transition them between states. 
  • Edit Events: Add, modify, and delete events. 
  • Assign & Edit Programs: Copy programs from libraries into learner's programs, edit programs, and manage curriculum. 
  • View Team: View members who are on a learner's care team. 
  • Edit Team: Add and remove members from learner's care team. 

Libraries

  • View Programs: View the details of any program in a library. 
  • Edit Programs: Add, remove, rename, and edit programs in a library. Assign existing labels to a program. 
  • Edit Vocabulary: Add, remove, and edit the labels associated with a library. 
  • View Team: View members assigned to library's team.
  • Edit Team: Add and remove members from the library's team.
  • Manage Libraries: Add, remove, and full control of libraries. 

Learner Groups

  • View Learners in Group: View the details of any learner in a learner group. 
  • Manage Learners in Group: Add or remove learners in a learner group. Assign existing labels to learners. 
  • Edit Vocabulary: Add, remove, and edit the labels associated with a learner group. 
  • View Team: View members assigned to learner group team. 
  • Edit Team: Add and remove members from learner group team. 
  • Manage Learner Groups: Add, remove, and full control of learner groups. 

Parameters

  • View Global Parameters: View the global parameters used in an organization's programs. 
  • Edit Global Parameters: Change, promote, and demote the global parameters used in an organization's programs. Warning: Use with caution! 

Notes

  • Manage Note Templates: Add, remove, and edit note templates 
  • View Notes: View complete and pending notes 
  • Create Notes: Create notes from templates based on template labels. 
    • Change the selection from "Any" to "Selected" and further restrict access to note templates by selecting the label attached to the note you want this role to access. 
    • You can also check the "Use Unlabeled" box to allow this role access to any note that is unlabeled. 
  • Approve (General): Approve, reject, or submit statement of the indicated type. 
  • Approve (Client/Parent): Approve, reject, or submit statement of the indicated type. 
  • Approve (Clinical): Approve, reject, or submit statement of the indicated type. 
  • Approve (Billing): Approve, reject, or submit statement of the indicated type. 
  • Approve (Administrative): Approve, reject, or submit statement of the indicated type. 

Profile Templates

  • Manage Profile Templates:  Edit profile templates 

Roles

  • View Role Settings: View the permissions associated with all roles 
  • Edit Role Settings: Add, remove, rename, and set permissions for roles. Note: assign roles via Manage Members

Members

  • View Members: View all members of an organization, including their names and roles. 
  • Manage Members: Invite and remove members, assign roles, learners, and libraries. 

Organization 

  • View Organization Profile: View the organization's profile.
  • Edit Organization Profile: Edit the organization's profile.
  • View Integrations: View the organization's integrations with other systems.
  • Manage Integrations: Allows for the ability to approve and manage integrations with other systems.

Last Revised: 1/13/2023

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