Using Security System Roles
After you create a Security User, you must assign the appropriate Security roles based on the access the user requires.
Note
The Management Console Security Role is not a system role, however the role comes set up in your database. Your Security Administrator must have this role for the access level required to manage corporately scoped security roles.
Your database comes configured with 3 types of system roles you can assign:
Security (system) roles provide access to the feature and the related Setup menu. Users with this role can configure Security access and the feature items, and has user permissions. For example, HH Administrator Role (system).
Setup (system) roles provide access to the setup menu, excluding Security setup. Users with this role can configure the feature items, and have user permissions. For example, HH Billing (system) and HH Employee Setup (system).
User (system) roles provide access to the feature tab, excluding the menu Security and Setup options. The user can manage information in the application. For example, HH LPN (system), HH RN (system), and HH Aide (system).
To help you determine access for each security option in Security Roles, a Security Matrix is available. To see the Matrix, contact your Customer Success Manager or Customer Support.
PointClickCare maintains system security roles, and you cannot edit the roles. If you require different access, you can create as many custom security roles as required. For more information, see Creating Security Roles.
Important
You must have the Admin Security Role (System) or a role with equivalent access to assign roles to users.
To give a user access to application features, you must assign 1 or more system and/or custom roles.
To give a user access to Management Console, you must assign the Clinical Management Console User (system) or Financial Management Console User (system) Role.
For information about setting up security access for external providers, see Care Provider Access Only (CPAO) and Restricting Security Roles Quick Reference Guide.
In Security Roles, you can simultaneously assign a role to multiple users. Or, in Security Users, you can simultaneously assign a user to multiple roles. For more information, see Creating Security Users.
Single Agency: Billing > Setup > Security Roles.
Multi-agency: Management Console > Standards > Financial Management > Security Roles.
Click users.
Select the users.