Analytics: Adding User Permissions

This article explains the different access, features and administration permissions that can be set for users.

Grace Richards avatar
Written by Grace Richards
Updated over a week ago

Analytics provides you with the option to limit access to each feature on a user by user basis. You can grant full, limited or no access. Refer to the article below to learn how to customize permissions.

Adding Permissions in the User Profile

Note: If you do not have Settings permissions you will not have access to add or edit existing user permissions. If this is the case, refer to a team member who does have access to enable permissions for you or complete the task using their log in

  1. Access Settings by clicking the gear icon in the upper right hand corner

  2. Select Team Management

    1. Note: If you do not see Settings or Team Management as an option, this means you do not have permissions to edit Settings. Reach out to your admin team member to make the needed changes.

  3. Click into the user whose permissions need to be adjusted

  4. Select the Permissions tab

  5. To enable Admin Access select the Toggle Button

  6. Click the Drop Down menu next to the Feature and select access type (Full Limited or None)

  7. When done, click Save

To learn how to add a new user, refer to this article.


Monitor Permissions in the Team Member Access Page

  1. Access Settings by clicking on the gear icon in the upper right hand corner

  2. Select the Team Member Access option

    1. Note: If you do not see Settings or Team Member Access as an option, this means you do not have permissions to edit Settings. Reach out to your admin team member to make the needed changes.

  3. Select into the feature you want to grant team member access to

  4. Click the drop down menu next to the team member's name

  5. Select from the available permission options

  6. Click Save


Permission Definitions

Refer to the definitions below to learn more about the available permissions and access

Admin Access

This gives the user all permissions, and allows them to make changes to practice settings as well as edit the permissions of others

Dashboards

  • Full: Can view Performance Board, Collections Board, Provider Pulse, Profitability Formula, ability export patient data, and *DSO Dashboards (*if a DSO)

  • Limited: Can view Performance Board, Collections Board, Provider Pulse, and *DSO Dashboards (*if a DSO), cannot view Profitability formula, cannot export patient data

  • None: Cannot view Performance Board, Collection Board, Provider Pulse, Profitability Formula, DSO reports, and limit production number view on the Morning Huddle

Patients

  • Full: Can view the patient finder, patient card, create follow ups, export patient data, and send appointment requests through LocalMed Online Scheduling

  • Limited: Can view the Patient Finder, Patient Card, and create Follow Ups

  • None: Does not have access to the Patient Finder tool

Follow Ups

  • Full: Can view and complete Follow Ups and view Follow Ups performance

  • None: Does not have access to Follow Ups

Payments

  • Full: Can view payments dashboard, export patient data, send payments requests, and update ledger

  • Limited: Can view Payments Dashboard

  • None: Does not have access to Payments Dashboard

Settings

  • Full: Can edit all settings

  • Limited: Can edit Treatment Teams and Clinical Hours

  • None: Does not have access to Settings

Morning Huddle

  • Full: Can edit metrics and operatories

  • Limited: Can edit operatories

  • None: Cannot view the Morning Huddle Dashboard

Schedules

  • Full: Can view provider schedules

  • None: Cannot view provider's schedules

Reports

  • Full: Can view and receive emails for daily, weekly, and monthly reports

  • None: Cannot view or receive reports

Mobile App

  • Full: Can access all data on mobile app (metrics, analytics, KPIs, provider schedules)

  • None: Cannot login to the mobile app.

Call Insight

  • Full: Access to the Call Insight Desktop App and Call Insight Stats

  • None: Does not have access to Call Insight

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