Purpose
In Medicus, permissions are granted by assigning the staff member one or more 'user roles'. This article outlines the steps required to add or remove user roles for an existing staff member, which will edit the permissions they have in the system.
To view what permissions are granted under each user role see User Roles & Permissions.
Navigating to edit permissions
To add or remove user roles for a staff member, select 'Staff & User Management' from the Modules menu on the left hand side navigation bar. This will take you to the staff list.
From here, you can click on the staff member that you would like to edit which will take you to their staff profile.
From this page, you'll be able to add or remove user roles from the selected staff member.
Adding a new user role to an existing staff member
To add a new user role, select the 'Add user roles' link from staff profile.
Select the user role from the list you would like to assign to the staff member, and select 'Save'.
The user role is now active and is visible on the staff member's user role list.
The staff member will now have the permissions of this user role, and they will receive an email informing them that a new user role has been added to their account.
Removing a user role from a staff member
To remove a user role from a staff member, navigate to the Login & Security page of the staff member and select the user role you'd like to remove.
Select 'End role' from the pop-up screen.
You'll be presented with another pop-up screen to confirm you'd like to go ahead with removing the user role from the staff member.
Select 'Yes, revoke user role'.
The user role and associated permissions will now be removed for the user. The user role will still appear on the user role list, but with an end date.
Revoking access
The 'Revoke access' button on the staff profile page is available to revoke all user role permissions at once for a user. It's only required in the circumstances that the staff member will be archived.