How to change permissions within a Role
When assigning a role to a User all permissions become immediately available except for the permissions based around a Client. These need to be reset in the Client Access table.
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Resetting permissions for Clients as shown overrrides any client permissions changed via the Client Record EXCEPT the assignment of Primary Practitioner
To change the permissions within a Role
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Click on
Manage Permissions
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Click the + next to the role to change
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Tick or untick the permissions that are required
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If the Client Access permissions have changed, click
Apply
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Then click
Reset Permissions > Reset
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Click
Apply and
OK to save and close the window