Access Permissions for User Roles

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.

1. Access Admin > Employee/Roles > User Roles.
2. Open a User Role.
3. Within the Access Permissions section, expand a folder by clicking the arrow.
4. Update the access permission as appropriate to your situation (i.e. check the box to provide access; uncheck the box to deny access).
5. Click 'Save.'

Add a New User Role

1. Access Admin > Employee/Roles > User Roles.
2. Click the + icon.
3. Input a User Role Name.
4. 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).
5. Click 'Save.'