Manage Roles in Permissions Administration

Public roles | Custom roles | Manage public and custom roles

Your practice can have staff members with different levels of permissions. Use roles to customize which staff members have access to different permissions. 

When modifying permissions and settings, the system follows a hierarchical order.

• The system initially looks for any user-level settings to show
• If there's no user setting, the system looks for any role-level settings
• If there's no role-level setting, the system looks for any practice-level setting
• If there's no practice-level setting, the system shows the DrChrono default settings

Public roles

Public roles are the DrChrono system roles. 

• Select Account > Staff Permissions > Roles tab to view the six public roles.
  • Billing Staff
  • BTG Admin
  • Nurse
  • Office Manager
  • Provider
  • Staff 
• Select View to see the role's permissions.
• You cannot edit or delete public roles.

Custom roles

• When you modify permissions at the user level, the user's role changes from public to custom. See Edit a staff member's role from public to custom. 
• You can revert a staff member's role from custom to public. 
• The best practice is to create a new role on the Roles tab to customize permissions and assign staff members (as a group) to a specific role to prevent possible workflow disruptions.

Create a new custom role

1. Select Account > Staff Permissions > Roles tab.
2. Select Add Role.
3. Enter the name and description of your new role. 
4. Select the permissions and then select Save Role.

Your new role appears at the bottom of the role list. Unlike public roles, you can edit custom roles that you've created.

Edit custom roles

1. Select Account > Staff Permissions > Roles tab.
2. Select Edit.
3. (Optional) To update the permissions for all users with this role, select the Update Users with Role checkbox.
4. Edit the permissions and then select Save Role.

Manage public and custom roles

Edit a staff member's role from public to custom

From the permissions window, edit the permissions and then select Save Permissions. In this example, we selected the Access to Message Center checkbox.

The role changes from public to custom.

Revert a staff member's role from custom to public

From the permissions window, select an option from the Role dropdown and then select Save Permissions.

The role changes from custom to public.