Manage Access Roles
This guide will cover how to set up the new Access Roles within the Organisational Management tool in CC Windows.
Access Roles define where, who and what staff members can access across multiple sites and applications in the new Care Control Cloud.
1
Within the Organisational Management tool, select Manage Access Roles to begin.
2
Here, a list of your existing Access Roles will be displayed.
The SuperAdmin role may be the only role on the list and this is reserved for staff members who require access to everything; for example, business owners or management staff.
Note – this role is locked and cannot be edited or changed. Press the eye icon to view more information about it.
3
A new window will open. Here, a series of tabs containing different access settings is displayed.
These will be explained in the following steps.
4
Within the Manage Access Roles tool, press Add Access Role to begin.
5
A blank form will open. The first tab contains some basic information about the role – its name and description.
The next steps in this guide will be accompanied by a screenshot of the blank form and a screenshot containing a filled out form as an example – a care assistant role working at a singular site.
6
The next tab, Organisations Assigned, contains options for which organisational units can be accessed by this new role. You can choose to allow access to all via the checkbox at the top, or manually select using the drop down list on the left hand side.
Simply select the unit to highlight it, then press Add to move it to the right hand side.
In this example, we are creating an access role designed for one site – we filtered the units by ‘site’ and moved the Springfield site to the right hand side. This role will therefore only have access to the Springfield site.
7
The third tab, Applications Assigned, controls which apps this role will be able to use within Care Control Cloud. Once again, you can choose to enable access to all apps via the checkbox, or, you can select individual apps and Add them to the right hand list.
In this example, our care assistant role needs access to My Account, eMAR and Care Planning.
8
The Departments Associated tab is where departments are assigned to the new access role. These departments are Care Control Clouds equivalent of staff categories. Select the relevant departments and press Add.
In this example, our care assistant role would come under the Care department.
9
Similarly to step 8, the Positions Associated tab is where the new access role can be assigned to a job title. Again, the position terminology is Care Control Clouds equivalent to a job role on Care Control Windows.
For our example, we have assigned Bank Care Assistant and Care Assistant to the access role.
10
The next tab, titled Users Associated, is where individual staff members can be assigned to the access role. Simply search or select for existing staff members and add them to the right hand list.
In our example, care assistant staff members who work at the Springfield site only have been assigned to this access role.
11
The final tab, Client Restrictions, is the final layer of customisation for the new access role. Here, you can restrict the role to certain service users, meaning the staff members with the role can only access and view the chosen SU’s. In the same way as before, select users from the left and press Add to move them over to the right.
Note – if no users are selected then all clients will be available within existing restrictions (i.e all users within the Springfield site).
After completing the form, press Save Changes.
12
You will now be able to view your new access role in the Manage Access Roles dashboard. You can edit the role by pressing the eye icon followed by the Edit Role button.
