Employees within RevolutionEHR are assigned user roles. These user roles have access permissions that are unique to that user role.
- RevolutionEHR provides default user roles with associated access permissions.
- Offices can change the access permissions of the default user roles and/or add user roles and assign unique access permissions to the new user roles.
Instructions
Update an Existing User Role
An update to a user role changes the access permission for all employees that are assigned that user role. If you need to grant or remove access to one specific user, create a user role specific to that user.
- Access Admin > Employee/Roles > User Roles.
- Open a User Role.
- Within the Access Permissions section, expand a folder by clicking the arrow.
- Update the access permission as appropriate to your situation (i.e. check the box to provide access; uncheck the box to deny access).
- Click 'Save.'
Add a New User Role
- Access Admin > Employee/Roles > User Roles.
- Click the + icon.
- Input a User Role Name.
- Update the access permission as appropriate to your situation (i.e. check the box to provide access; do not check the box to deny access).
- Click 'Save.'
The access permissions available within each module are noted below:
