How can I customize user permissions?

Synkwise Permissions Glossary for Manage Roles

Revision Date: 9/25/2024

Please note that the ability to customize user permissions is available exclusively to Plus Package subscribers of Synkwise.

The tutorial intro video covers:

How to Access and Manage Roles
How to Create a Custom Role
How to Use Permissions from a Default System Role as a Baseline for Customization

Permissions Glossary for Manage Roles

Category	Section	Permission	Explanation
Facility Permissions	Facility	View	Allow users to view facility details
Facility Permissions	Facility	Create	Allow users to create new facilities
Facility Permissions	Facility	Edit	Allow users to edit facility details
Facility Permissions	Facility	Update Status	Allow users to activate/inactivate facility
Facility Permissions	Facility	Delete	Allow users to delete facilities
Facility Permissions	Facility	Manage Contacts	Allow users to create, update, delete facility contacts
Facility Permissions	Facility	Manage Access	Allow users to manage access for other users to the specific facilities or residents
Facility Permissions	Facility	View List of Inactive Residents	Allow users to view list of inactive residents
Facility Permissions	Facility	View Inspection	Allow users to view inspection report
Facility Permissions	Facility Documents	View List of Documents	Allow users to view list of facility documents
Facility Permissions	Facility Documents	View List of Deleted Documents	Allow users to view list of deleted facility documents
Facility Permissions	Facility Documents	View List of Archived Documents	Allow users to view list of archived facility documents
Facility Permissions	Facility Documents	Upload Document	Allow users to upload a facility document
Facility Permissions	Facility Documents	View	Allow users to download and preview a specific facility document
Facility Permissions	Facility Documents	Read Archived	Allow users to download and preview a specific archived document
Facility Permissions	Facility Documents	Read Deleted	Allow users to download and preview a specific facility document
Facility Permissions	Facility Documents	Update	Allow users to update a facility document
Facility Permissions	Facility Documents	Delete Permanently	Allow users to delete a facility document permanently
Facility Permissions	Facility Documents	Delete	Allow users to delete a facility document
Facility Permissions	Facility Documents	Archive	Allow users to archive a facility document
Facility Permissions	Facility Documents	Restore as Active	Allow users to restore a deleted facility document
Facility Permissions	Facility Notes	View List of Notes	Allows users to view list of notes
Facility Permissions	Facility Notes	Create	Allows users to create a note
Facility Permissions	Facility Notes	Update	Allows users to update a note
Facility Permissions	Facility Notes	Delete	Allows users to delete a note permanently
Facility Permissions	Facility Notes	View Notes History	Allows users to view notes history
Facility Permissions	Evacuation Drills	View List of Evacuation Drills	Allows users to view list of evacuation drills
Facility Permissions	Evacuation Drills	Create	Allows users to create a new evacuation drill
Facility Permissions	Evacuation Drills	Update	Allows users to update an evacuation drill
Facility Permissions	Evacuation Drills	Submit	Allows users to submit an evacuation drill
Facility Permissions	Evacuation Drills	View a Specific Evacuation Drill	Allows users to view evacuation drill details
Facility Permissions	Evacuation Drills	Delete	Allows users to delete an evacuation drill
Facility Permissions	Environmental Tour	View List of Environmental Tours	Allows users to view list of environmental tours
Facility Permissions	Environmental Tour	Allows Users to View an Environmental Tour	Allows users to read an environmental tour
Facility Permissions	Environmental Tour	Create	Allows users to create an environmental tour
Facility Permissions	Environmental Tour	Update	Allows users to update an environmental tour
Facility Permissions	Environmental Tour	Submit	Allows users to submit an environmental tour
Resident Permissions	Resident	View Resident Details	Allows users to view resident details
Resident Permissions	Resident	Create	Allows users to create a new resident
Resident Permissions	Resident	Update	Allows users to update residents details
Resident Permissions	Resident	Update Status	Allows users to change the resident status log (Out of Facility, Hospital, On Hospice, Alert)
Resident Permissions	Resident	Activate	Allows users to change resident status to active
Resident Permissions	Resident	Inactivate	Allows users to change resident status to inactive
Resident Permissions	Resident	Manage Contacts	Allows users to Create, Update and Delete Contacts
Resident Permissions	Resident Documents	View List of Documents	Allows users to view list of resident documents
Resident Permissions	Resident Documents	View List of Deleted Documents	Allows users to view list of deleted resident documents
Resident Permissions	Resident Documents	View List of Archived Documents	Allows users to view list of archived resident documents
Resident Permissions	Resident Documents	Upload Document	Allows users to upload a resident document
Resident Permissions	Resident Documents	View	Allows users to download and preview a specific resident document
Resident Permissions	Resident Documents	Read Archived	Allows users to download and preview a specific archived document
Resident Permissions	Resident Documents	Read Deleted	Allows users to download and preview a specific deleted document
Resident Permissions	Resident Documents	Update	Allows users to update a resident document
Resident Permissions	Resident Documents	Delete Permanently	Allows users to delete a resident document permanently
Resident Permissions	Resident Documents	Delete	Allows users to delete a resident document
Resident Permissions	Resident Documents	Archive	Allows users to archive a resident document
Resident Permissions	Resident Documents	Restore as Active	Allows users to restore a deleted resident document
Resident Permissions	Resident Notes	View List of Notes	Allows users to view list of notes
Resident Permissions	Resident Notes	Create	Allows users to create a note
Resident Permissions	Resident Notes	Update	Allows users to update a note
Resident Permissions	Resident Notes	Delete	Allows users to delete a note permanently
Resident Permissions	Resident Notes	View Notes History	Allows users to view notes history
Resident Permissions	Assessments	View List of Assessments	Allows users to view list of assessments
Resident Permissions	Assessments	View Assessment	Allows users to view an assessment
Resident Permissions	Assessments	Upload	Allows users to upload an assessment
Resident Permissions	Assessments	Create	Allows users to create an assessment
Resident Permissions	Assessments	Update	Allows users to update an assessment
Resident Permissions	Assessments	Delete	Allows users to delete an assessment
Resident Permissions	Assessments	Submit	Allows users to submit an assessment
Resident Permissions	Care Plans	View List of Care Plans	Allows users to view list of careplans
Resident Permissions	Care Plans	View Care Plan	Allows users to read a careplan
Resident Permissions	Care Plans	Upload	Allows users to upload a careplan
Resident Permissions	Care Plans	Create	Allows users to create a careplan
Resident Permissions	Care Plans	Update	Allows users to update a careplan
Resident Permissions	Care Plans	Delete	Allows users to delete a careplan
Resident Permissions	Care Plans	Submit	Allows users to submit a careplan
Resident Permissions	Vitals	View Vitals	Allows users to view vitals entry
Resident Permissions	Vitals	Create	Allows users to add a vital entry
Resident Permissions	Vitals	Update	Allows users to update a vital entry
Resident Permissions	Vitals	Delete	Allows users to delete a vital entry
Resident Permissions	Vitals	Manage Restrictions	Allows users to manage vital restrictions for resident
Resident Permissions	Incident Report	View List of Incidents	Allow users to view list of incidents
Resident Permissions	Incident Report	Create	Allow users to create a resident incident
Resident Permissions	Incident Report	Update	Allow users to update a resident incident
Resident Permissions	Incident Report	View Incident	Allow users to view resident incident
Resident Permissions	Incident Report	Delete	Allow users to delete a resident incident
Resident Permissions	Incident Report	Complete Determination of Cause	Allow users to complete determination of cause section
Resident Permissions	Medications	View Medications	Allow user to view list of medications for a resident
Resident Permissions	Medications	Create	Allow user to create a new medication
Resident Permissions	Medications	Update	Allow user to update a medication
Resident Permissions	Medications	Manage Narcotic Count	Allow user to manage narcotic count
Resident Permissions	Medications	View Medication Details	Allow user to read medication details
Resident Permissions	Medications	Discontinue/Restore	Allow user to discontinue and restore a discontinued medication
Resident Permissions	Medications	Delete	Allow user to delete a medication
Resident Permissions	Medications	View Narcotic / Controlled Substance Count	Allow user to view Narcotic / Controlled Substance Count
Resident Permissions	Medications	View Narcotic / Controlled Substance History	Allow user to view Narcotic / Controlled Substance History
Resident Permissions	Medications	Narcotic / Controlled Substance Count Discrepancy Notification	Allow user to toggle Narcotic / Controlled Substance Count Discrepancy Notification
Resident Permissions	Medications	Narcotic / Controlled Substance Back Charting Notification	Allow user to toggle Back Charting Notification
Resident Permissions	Medication Administrations	View Medication Administrations	Allow user to view list of medication administrations
Resident Permissions	Medication Administrations	Create	Allow user to create new medication administration
Resident Permissions	Medication Administrations	Create As Other (Used In Med Log)	Allow user to create/update medication administration for another user
Resident Permissions	Medication Administrations	Update	Allow user to update a medicaton administration
Resident Permissions	Medication Administrations	Delete (Uncheck own Administration)	Allow user to delete his own medication administration
Resident Permissions	Medication Administrations	Delete As Other (Uncheck an Administration)	Allow user to delete the medication administration created by other user
Resident Permissions	Medication Administrations	View (Med Pass, Med Log, PRN)	Allow user to view resident medication schedule
Resident Permissions	Medication Administrations	Audit (view late entries)	Allow user to view late medication administrations
Resident Permissions	Medication Administrations	Overdue Notification Setting	Allow user to toggling overdue medication notification
Resident Permissions	Medication Administrations	Batch Notes	Allow user to batch notes
Resident Permissions	Physician Orders	View List of Orders	Allow users to view list of physician orders
Resident Permissions	Physician Orders	View Specific Order	Allow users to view detailed order information
Resident Permissions	Physician Orders	Create	Allow users to create a new order
Resident Permissions	Physician Orders	Update	Allow users to update an existing order
Resident Permissions	Physician Orders	Delete	Allow users to delete an existing order
Accounts Permissions	Accounts	View Details	Allow users to view users details
Accounts Permissions	Accounts	Create	Allow users to create new users
Accounts Permissions	Accounts	Update	Allow users to update user details
Accounts Permissions	Accounts	Update Status	Allow users to update other user status
Accounts Permissions	Accounts	Update Role	Allow users to update other user role
Accounts Permissions	Accounts	Delete	Can delete user
Accounts Permissions	Accounts	Reset Password	Allow users to reset password for a specific user
Accounts Permissions	Accounts	Signin Logs	Allow users to view signin logs for other users
Accounts Permissions	Accounts	Read Hire Information	Allow users to view other users hire information
Accounts Permissions	Accounts	Update Hire Information	Allow users to update other users hire information
Accounts Permissions	Accounts	Email History	Allow users to access email history
Accounts Permissions	Accounts	Fax History	Allow users to access fax history
Accounts Permissions	Accounts	Dashboard Alerts	Allow users to view alerts on the dashboard
Accounts Permissions	Account Documents	View List of Documents	Allow users to view list of account documents
Accounts Permissions	Account Documents	View List of Deleted Documents	Allow users to view list of deleted account documents
Accounts Permissions	Account Documents	View List of Archived Documents	Allow users to view list of archived account documents
Accounts Permissions	Account Documents	Upload Document	Allow users to upload an account document
Accounts Permissions	Account Documents	View	Allow users to download and preview a specific account document
Accounts Permissions	Account Documents	Read Archived	Allow users to download and preview a specific archived document
Accounts Permissions	Account Documents	Read Deleted	Allow users to download and preview a specific deleted document
Accounts Permissions	Account Documents	Update	Allow users to update an account document
Accounts Permissions	Account Documents	Delete Permanently	Allow users to delete an account document permanently
Accounts Permissions	Account Documents	Delete	Allow users to delete an account document
Accounts Permissions	Account Documents	Archive	Allow users to archive an account document
Accounts Permissions	Account Documents	Restore as Active	Allow users to restore a deleted account document
Accounts Permissions	User Clocks	List	Allow users to view list of recorder user clocks
Accounts Permissions	User Clocks	Start/Stop	Allow users to record a user clock entry
Accounts Permissions	User Clocks	Advanced Control	Allow users to create and edit a user clock with custom Start and End date
Accounts Permissions	User Clocks	Delete	Allow users to delete user clock entry
Accounts Permissions	Task Manager	View List of Tasks	Allow users to view list of existing tasks
Accounts Permissions	Task Manager	View	Allow users to view task details
Accounts Permissions	Task Manager	View Completed Time	Allow users to view completed time for a task
Accounts Permissions	Task Manager	Create	Allow users to create new tasks
Accounts Permissions	Task Manager	Update Tasks (Ability to make changes to tasks you created)	Allow users to update tasks
Accounts Permissions	Task Manager	Delete	Allow users to delete tasks
Accounts Permissions	Task Manager	Update All Tasks (Ability to make changes to all tasks)	Allow users to update all tasks, including created by superiors
Accounts Permissions	Task Manager	View Templates	Allow users to view task templates
Accounts Permissions	Task Manager	Create Template	Allow users to create task template
Accounts Permissions	Task Manager	Update Template	Allow users to update task template
Accounts Permissions	Task Manager	Delete Template	Allow users to delete task template
Accounts Permissions	Staff Notes	View List of Notes	Allows users to view list of notes
Accounts Permissions	Staff Notes	Create	Allows users to create a note
Accounts Permissions	Staff Notes	Update	Allows users to update a note
Accounts Permissions	Staff Notes	Delete	Allows users to delete a note permanently
Accounts Permissions	Staff Notes	View Notes History	Allows users to view notes history
Accounts Permissions	COVID-19 Monitoring	COVID 19 Monitoring	Allow users to access COVID-19 monitoring
Accounts Permissions	Forms	Manage Forms	Allow to manage categories and design forms
Accounts Permissions	Forms	Manage Submissions	Allow to create and delete form submissions
Accounts Permissions	Forms	Fill Form Data	Ability to Fill Out / Complete Forms
Accounts Permissions	Digital Signature	Send request for sign	Allow user to send a request for signing a document
Accounts Permissions	Digital Signature	Delete a sign request	Allow user to delete a sent sign request
Accounts Permissions	Digital Signature	View all sign requests	Allow user to view all created sign requests
Accounts Permissions	Reports	Accounting Staff Permission	Allow user to view accounting staff report
Workspace Permissions	Workspace	View Settings	Allow users to view workspace settings
Workspace Permissions	Workspace	Update Settings	Allow users to update workspace settings
Workspace Permissions	Workspace	Manage Payments	Allow users to view, update subscription, manage cards and edit billing address
Workspace Permissions	Workspace	Manage roles	Allow users to manage roles
Pharmacy Permissions	Pharmacy	View Orders from your Pharmacy	Allow user to view list of orders coming from your Pharmacy
Pharmacy Permissions	Pharmacy	View Orders details	Allow user to read order details from your Pharmacy
Pharmacy Permissions	Pharmacy	Resolve Orders	Allow user to approve the change from your Pharmacy (a new order, discontinue, refill, etc.)
Pharmacy Permissions	Pharmacy	Auto Approve Orders	Allow user to approve all the changes from your Pharmacy and auto approve orders
Pharmacy Permissions	Pharmacy	Send Refill Orders	Allow user to send Refill Orders to your Pharmacy