Role Permissions Setup

Introduction

Role Permissions are an important step to The BOS setup. It sets the environment each role experiences within the platform, from which reports they have access to, which "org nodes" (often regions or locations) data they can see and even which row on each report is visible to them. 

Where to find the role permissions setup

After hitting company setting in the user menu (see image below, note it will be your company logo)

Select the second option "User roles"

User Role Access

Simply use the toggles to allow or disallow user roles to view or perform the actions. Under each of the user roles you can see the amount of users allocated to that role. 

Report Row Access

For Practitioner Report and Mega Report each of the rows are individually permission-able, just click the "manage rows" button next to their titles. The user interface and function is identical. As well as enabling each row to see only their results in the practitioner and mega report or everyone

Alert Manager

Lastly be sure to select who you want to see what type of alerts in the alert bar. 

Alerts pop up at the top of The BOS to indicate certain events have occurred. You can see below some changes to memberships