How to change permissions for all agency employees (For Administrative Staff)

This guide provides step-by-step instructions on how to modify access and permissions for agency employees using admin accounts. It explains how admins can control permissions and access for different staff members, such as granting access to specific tabs in a client's profile. Additionally, it outlines how admin accounts can delegate permission-granting abilities to other staff accounts.

From each employee's detail page is available the Permissions tab, and from there admins can control the permissions and access that employees will have. For example, to give access to a staff member to the Skills & Behaviors tab in the client's profile, you just need to follow these steps:

1. Go to the staff's detail page

2. Go to the Permissions tab

Permission Configuration

3. From the Permissions tab, you can either use the search bar to find a specific permission or select a specific module.

For example, select the Clients module to view the permissions available for client-related features.

4. Within the selected module, locate the feature you want to manage, such as Skills & Behaviors.

From here, select the permissions you would like to grant to the user.

5. You will also find additional options that can help you navigate and manage the permissions more easily. You can:

• Expand All to display all modules and their available permissions.
• Collapse All to minimize all modules.
• Clear Filters to remove any filters or search criteria currently applied.

6. Changes will take effect after the user logs out and then logs back in.

7. The Admin account can also grant other staff accounts access to manage and assign permissions within the agency.