Managing Security Roles

Managing Security Roles


Security Roles


Security Roles are a collection of Security Permissions. The Site Admin can assign a Security Role to a User to grant the necessary Permissions to do their job. There are six predefined Roles. These Roles can be modified to affect all Users with that specific Role. New Roles can be added to meet the needs of your practice.  

Predefined Roles

  1. ADMINISTRATOR
  2. BILLER
  3. FRONT DESK
  4. PROVIDER
  5. SCHEDULER
  6. VIEW ONLY


A Role comes with a System default list of Permissions.


Add a New Role

  1. From the Admin Dashboard, click Roles in the Security panel and enter your password.

  1. Click Add.

  1. Enter a Name for the Role.
  2. From the Copy Permissions From dropdown list, select an existing Role from which you want to copy security.
  3. From the Copy Login Security From dropdown list, select an existing Log in Security want to copy. (Optional)
  4. Enter a Description. (Optional but recommended)
  5. Select Save [F2].

View and Edit Permissions from Roles

  1. From Admin, select the Security Roles button.

  1. From the Security Roles list, click the View link in the Permissions column to view and edit the Permissions for a specific Role.
  • The Filter Criteria can be used to search for a Role.

  1. On the Permissions screen, the Search field can be used to look for specific Permissions.
  • Use the Plus icon to expand the sections.
  • Select the additional Permissions that this Role should have.
  • Deselect Permissions that do not belong to this Role.
  1. Click Save [F2].


Each Role also shows a brief description of the Permissions and the Users who are attached.


Access Login Security from the Security Roles screen

  • On the Security Roles screen, click the View link in the Login Security column to view and edit the Password Security.



Learn More

  1. Managing User Permissions

  2. Login Security




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