Profile types and settings #
Roles decide which documents a person works with. Profile types add extra abilities. Each user has one profile type.
The settings #
| Setting | What it allows |
|---|---|
| AddAttachment | Add attachments and linked documents on a task |
| DeleteAttachment | Remove attachments and linked documents |
| InternalTagUpdate | Edit a record's details from the Search results |
| ControlCenters | See Dashboards in the menu |
| Delete Task | Hide a task from every list (it is kept and can be restored) |
| Restart Workflow | Clear a task's history and send it back to the first step (also unlocks it) |
Admins always have Delete Task and Restart Workflow. SearchSettings, DocumentTagDetails, Application Process and UserSettings are kept for compatibility and do not change anything in the current version.
Profile types in the demo #
| Profile type | Settings | Give it to |
|---|---|---|
| DefaultProfile | (basic) | Patients, corporate clients and vendors |
| StandardProfile | (basic) | Most staff |
| Power User | Attachments (add and delete), edit from search, dashboards | Accounts, quality, department heads, management |
| Auditor (Read Only) | Dashboards, plus basic search | Internal and external auditors |
Create a profile type #
- Open Staff & Patients → User Profile, press the add button and enter a unique name.
- Select it. Under Setting Name, add settings from Profile Names to Selected Users with +. The Users tab lists who has it. Save.
- Give it to users on their user record.
Next: 5. Users