Well, it looks like Grey Sloan Memorial Hospital has a new surgeon, Mark Sloan, who will be needing Miranda Bailey to set up his account and accesses within the system. If Miranda has not already sent him a user invite, she can do so by following How to Invite Users to Customer Accounts instructions. Once Mark accepts his invitation and creates his password, Miranda will be able to assign "permission(s)." 

A user's permission is essentially what they have access to within the system. Assigning the appropriate permission(s) to each user is critical for security purposes. It would be suspicious and/or risky to have a technician with "supervisor" access when their role in the organization is to input data after patients' examinations. There is no need for the said technician to have a panoptic view or control of the organization's account, for example. So in short, their account should reflect their day-to-day responsibilities. Listed below are the different types of permissions within docflock and a step-by-step guide how to assign them. 

Different permissions within docflock:

  • Supervisor - ability to see other accounts as subordinates
  • Search - the ability to search for records
  • User Manager - ability to see the users of the account
  • Delete Documents - the ability to delete documents
  • Referral - ability to see the referral screen
  • Access Patients - ability to see patient details after having used the search
  • Administrator - ability to view the customer account and modify any settings
  • Read Only - ability to only read the documents

To give users permission(s):

  • Go to the "Settings" tab
  • Click on the "Users" tab
  • Look for the user
  • Click on the "Edit" button in the "Actions" column

  • Click in the "Permissions" box 
  • Add the appropriate permission(s) the user should have