Add a new role by cloning a caregiver, manager, licensor, or admin role to start
FAQ: I need to add my nurse but do not see a nurse role; how can I add or create that role?
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Navigate to Manage Roles
- Start from the Dashboard in Synkwise.
- Go to Administration and then Manage Roles.
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Understand System Roles
- Review the existing system roles listed under Type.
- These system roles can serve as a base for creating a custom role.
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Create a New Role
- Click the Create Role button in the top-right corner.
- Optionally, copy an existing role to serve as a template.
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Name and Define the Role
- Assign a name to the new role (e.g., Family or Nurse Delegator).
- Adjust the role’s hierarchy to determine what it can access.
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Set Permissions
- Scroll through the permissions list, which is organized into sections like Facility, Resident, Account, Workspace, and Pharmacy.
- Uncheck boxes to restrict access to specific features or information.
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Handle Gray Save Button Issues
- If the Save button is gray, ensure the role is within the allowed hierarchy structure.
- Adjust the hierarchy as needed and try saving again.
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Apply the New Role
- Go to Manage Accounts.
- Select the relevant account, update their role, and assign the newly created role.
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Role Purpose Reminder
- Keep in mind that the role defines permissions, not the person's title or credentials.
- Add their title and credentials in their profile separately.
For further assistance, click the Help button located at the bottom-right corner of Synkwise.