This document will go over how you can add, update, and manage user roles in On.Care.
To add a role click on “Add Role” located under management> users
It will lead you to the following screen
It is only required to enter Role Name.
Once you have entered the necessary information click the green “Save” button at the bottom of the screen.
This will bring you to step two “Page Rights”
This page will give you the option of allowing certain actions per role
To select everything on the screen and allow all actions check the “Check All” box in the right hand corner.
To select view and edit options for all actions check the “Check All” box located on the left of the screen.
Make sure to click the green “save” button when you are finished.
If you would like to switch or delete a role click on “Manage Role” located under management> users
This will generate a list of roles you have entered in the past
To delete a role click on the red “Trash” icon
To edit a role click on the blue “Edit” icon.
You will then be able to edit Role Name and Description located under the “Basic Data” tab
To edit page rights click on the “Page Rights” tab.
If you would like to restrict a vendor click on the “Restrict Vendors” Tab
This will give you a list of your vendors
You can select all by checking off the little white box located next to the search bar.
You can select specific vendors by checking the little white box next to its name.
Once you have made all the desired changes don't forget to click the green “Save button”.