Set up Permissions Presets so that you can quickly provide access to Engagement features that team members need, while restricting access to those they don't.
To get started:
Click on the settings gear in the upper right corner, then click on the Practice Setup tab
Click on the Permissions Presets section
By default, Engagement has the following standard preset levels already set up: Admin, Regular, Viewer
To create a custom preset, click on the blue Create Preset button
Next, make the following selections:
Name the preset
Provide a brief preset description (optional)
Click on the dropdown of each feature to set the access level for the preset (Full, Limited, or None)
When finished, click Create
Your customized preset will now show on the Permissions Presets dropdown when creating or editing user profiles in Engagement.
Learn more here: