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Permissions Wizard

Only users with Owner permission and Subscription Administrators can make changes to client permissions.

The Permissions Wizard allows you to grant client permissions to users or teams. As a result of using the wizard, the Permissions tab of the selected clients will be updated.

Using the Permissions Wizard will overwrite existing permissions on the selected clients’ Permissions tabs. That is, if you select a user that is already on the Permissions tab of a client you select, then that user’s client permission will be updated according your selections in the wizard. However, if you do not select a user who is currently on the Permissions tab of a selected client, then the user’s current permission for the selected client remains as is; it is unaffected by the wizard. If you need to make permission changes after completing the wizard, you can do so on a client-by-client basis (see the Permissions tab on the Edit Client page).

To get started, on the Clients page click Permissions Wizard, and then follow the steps, below. Subscription Administrators can also access the wizard on the Policies Page. 

Step 1 Select Users

  1. In the Add User or Team field, begin typing the name of the user you want to grant client permissions to. Note that you may only select users whose role is Practitioner; Subscription Administrators have unrestricted client management rights.* *In the **Add User or Team** field, you may select a user or a team.
  2. When the auto-complete list appears, click to select the user or team from the list. You must select the user or team from the auto-complete list to continue.
  3. Click the down arrow in the Permission field, and in the drop-down list click to select the permission. For more information about the permission levels, see Permissions.
  4. If you have set up your My Client Permissions, you can add those permissions by clicking Add My Client Permissions.
  5. Click Add. A message briefly appears letting you know that the user (or team) has been added. Added users and teams are displayed in the list at the bottom of the page.
  6. If necessary you can make changes to the users and teams you have added.
    1. To remove a user or team from the list, click the delete icon in the first column.
    2. To change a user’s (or team’s) permission in the list, click the down arrow in the Permission field, and in the drop-down list click to select the permission.
  7. After adding the users or teams, click Next and continue to Step 2, below. 

Step 2 Select Clients

The table shows all the clients you have Owner permission to. (If you are a Subscription Administrator, the table shows all clients in the system.) Note: You can sort the table of clients by Name, Address, Office Location, or Client ID by clicking the column heading. You can reverse the sort order by clicking the column heading again. Use the Search field to filter the list of clients. For example, if you enter Washington into the Search field, only the clients who have Washington in their name, address, office location, or client ID will be shown. 

All the users selected in the previous step, with their respective permissions, are listed in the blue field at the top of the page. Use this information to confirm your selections. To make changes to your selections, click Back in the lower right corner.

  1. In the first column, click the check boxes next to the clients to whom permissions are to be granted. To choose all the clients, click the check box at the top of the column.
  2. After choosing the clients, click Apply.
  3. On the confirmation message, click Yes to continue.
  4. A confirmation message provides a summary of the operation. Click OK to close the message. The Permissions Wizard closes and the Clients page is displayed. The selected users and teams, with their respective permissions, are now listed on the Permissions tab of the affected clients (Edit Client Page > Permissions Tab).