By default, PainChek offers three roles available for use:
Role |
Default PainChek® Portal Permissions and Restrictions |
Default PainChek® App Permissions and Restrictions |
---|---|---|
License Admin |
Can create and manage all Users and Residents and has full access to the PainChek® Portal. |
No restrictions. |
Admin |
Can create and manage Users with equal or lower priority roles and has full access to the PainChek® Portal for sites they have been granted access to. |
No restrictions on sites they have access to. |
User |
Cannot sign in to the PainChek® Portal. |
Can create assessments, but cannot update Residents. |
Note
License Administrators have the authority to modify role restrictions, and it's also possible to create custom roles.
PainChek Support is available to assist with modifying existing roles or creating new ones. However, such requests must originate from the email address of a License Administrator user.
Custom roles can be created to meet the specific security needs of your organisation, tailoring users’ permissions to your requirements.
After Accessing the Security Page, click on Roles:
Click on the + icon to create a new Role:
A prompt will be displayed asking you to select a Role to clone. Please select the role that closely matches the specifications of the new role you wish to create (in this example, we'll select User):
The newly created role will initially have the description "Copy of User". Please rename it to a more appropriate name based on the permissions you will be setting.
In this example we will be creating a clone of the User role with the Permission "portal_access" set to Full, so I will be naming the Role "User Role with Portal Access":
Make the necessary adjustments to the permissions for the role. You can find the full list of permissions that can be modified here.
Since in this example we'd like the users assigned to this Role to sign in to the Portal, we have changed the portal_access permission to Full:
At the bottom of this page, you'll find the User Management field. If the Custom Role you are creating has the "user" permission set to Read Only or Full, check the boxes for the types of roles that the users assigned to that role will be able to administer.
Click on Save to save the new role.
Now that a new role has been created, we must give any other appropriate roles the ability to manage users. In this example we will edit the License Admin role to allow User Management for the User with Portal Access role.
Click on the Actions button and then Edit:
Tick the new Role and click on Save:
License Admin users can now edit existing users or create new users with the "Users with Portal Access" role.