Employee Permissions

Jump to Section: [User Management Groups] [Edit User Management Groups] [Permission Groups] [Edit Permission Groups]

 

User Management Groups

The first tier of permissions in the AccuPoint system is in the User Management Groups section, which will determine what the employee can see.

• Directors  - BCBA staff
• Payroll & Billing  - see monetary values pertaining to the payroll and billing for your company.
• Scheduler - manage employee schedules
• User Administrator - allows staff to create users
• Employees - for direct staff
  
  

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Edit User Management Groups

1. Click the User Management link.
2. Click the Username to view/edit permission groups.
   The employee profile opens. 
   
   
   
3. Select Permission Groups in the Groups area of the employee profile.
   
   

NOTE: Only Users in the Directors User Management group can complete items that are in an Audit status

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Permission Groups

The second tier of permissions is the Permissions Groups page which will determine what the employee can view in the dashboard and calendar.

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Edit Permission Groups

1. Click the Edit icon next to the Group name.
   
   
   
2. The Permission Group Rights page opens. Make edits to the group security rights here.
   • Group Name
   • Title
   • Entities - set options employees can access in the Client/Employee/Doctor drop-down on the dashboard.
     
     
     
   • Allowed Pages - set options employees can access in the Select a Transaction drop-down on the dashboard.
     
     
     
   • Users - select users for the permission group.
   • Case Load Only  - setting allows users to see only clients in their Case Load.
   • Office Only - setting allows users to see only clients in the same office. 
3. Click Save.
   Click Cancel to cancel the action. 
   

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