User Security Permissions

Content

  • Introduction
  • Administration Profiles
  • Miscellaneous Permissions

Introduction

This article is meant to inform you of the various permissions a user can be granted when creating their User ID. Only full administrators have access to User Ids and have the ability to add or remove permissions from a user. Please contact your agency's full administrators if you would like to enable one of the settings. 

Administration Profiles

There are several administrative profiles that can be chosen from when configuring a User ID. To select an administrative role, click on the Administrator drop down in the security rights section. If you do not want a user to have administrative rights, select "No".

Image: Select Administrator

Full Administrator 

This option indicates the user has:

  • Full access to all administration functions (billing, forms, staff, and shared access – detailed below in the Restricted Administrator privileges)
  • Ability to add/change/delete users and modify security permissions for a user
  • Ability to change items in the Organization Preferences screen

Branch Administrator 

This option indicates the user has the following access only in their assigned branch:

  • Full access to all administration functions (billing, forms, staff, and shared access – detailed below in the Restricted Administrator privileges)
  • Ability to add/change/delete users and modify security permissions for a user
  • Ability to change items in the Organization Preferences screen

Note: This option is only available if the setting "Hide "Branch Administrator" as a security role" is disabled under System Settings > System Configuration. 

Restricted Administrator 

This option indicates the user has limited access to one or more administrative functions. (but not the ability to add/change/delete users or modify security permissions for themselves or another user)

From here, you can select one or more of the following:
Billing Administration
  • Suggested for Accounting staff
  • Can manage claims, invoices, and payments
  • Can add/change/delete authorizations, invoices, payments, etc. 
Forms Administration
  • Can create, edit, and manage Activity Types/Report Types/Print Templates
  • Can create, edit, and manage Email Alerts
Staff Administration
  • HR who see personal information related to employees
  • Can add + edit Staff Records (not User ID’s), access personal staff data, expiration dates, add staff training and documents)
Shared Administration (available only to agencies that are set up as multiple organizations in extendedReach)
  • Can access linked/shared organizations
  • Any additional restricted admin capabilities granted to this user (e.g. billing admin, forms admin, and staff admin) are also available within shared organizations

Image: Restricted Administrator

Miscellaneous Permissions

Miscellaneous permissions provide a user with more (or less) access in extendedReach. Place a checkmark next to the settings you want to enable. 

Image: Misc. Permissions

Setting Description
Change Client Name Allows the user to change the name of the client
Reassign Cases Allows the user to re-assign the client’s caseworker
Change Due Dates Grants the user permission to modify report and activity due dates
Discharge Cases Allows the user to discharge/close a case
Undo Discharge Allows the user to undo or modify the discharge
Manage Referrals Enables the user to add and edit referrals
Manage Insurance and Authorizations Lets the user add authorizations and insurance to a client’s profile
Manage General Activities Grants the user permission to create general activities (not program activities or program reports)
Manage Address Book Allows the user to create and modify the address book
Manage Shared Forms + Files Allows the user to create and modify the shared forms + files view
Access confidential information for all cases Grants the user access to the confidential information of all cases (Only available if the setting “Hide confidential information (case notes and file attachments) from staff not associated with case” is enabled under System Settings > System Configuration)
Enters casework on behalf of others (select any staff name for "Performed By"/"Approved By") Lets the user select any available staff for the "Performed By"/"Approved By" in a report or activity
Restrict access to activity / report history and on-time status Will not display the activity / report history or the status of the report (whether it is late or not)

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