Manage Roles
      Back to home
      1. Training Academy
      2. Administration
      3. Manage Roles

      Creating a Custom Role

      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?

      1. Navigate to Manage Roles

        • Start from the Dashboard in Synkwise.
        • Go to Administration and then Manage Roles.

      2. Understand System Roles

        • Review the existing system roles listed under Type.
        • These system roles can serve as a base for creating a custom role.

      3. Create a New Role

        • Click the Create Role button in the top-right corner.
        • Optionally, copy an existing role to serve as a template.

      4. 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.

      5. 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.

      6. 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.

      7. Apply the New Role

        • Go to Manage Accounts.
        • Select the relevant account, update their role, and assign the newly created role.

      8. 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.


      -Back-to-Top-