Engagement makes it easy to set up each account user with access to the features they use, as well as restrict access to the features they don't. You can customize user access feature by feature, create your own permissions presets, or apply one of our default presets.
Default Preset Permission Levels
When setting up a new user in Engagement, you can select a default preset permission level to quickly set up access:
Regular Access: This preset will be ideal for a regular team member performing daily tasks across different sections of the Engagement portal but unable to change settings or manage users.
Admin Access: This preset will be ideal for a user who is meant to have full control over the Engagement portal. It sets all permissions to Edit. Admin will be able to change settings and manage users. Organization Admins are set up with Admin access by default.
Viewer Access: This preset is for users that are not allowed to perform any advanced actions or change any settings within the Engagement Portal.
Choosing a default permissions preset will automatically set access levels to Engagement features as follows:
| Regular Access | Admin Access | Viewer Access |
Inbox | Full | Full | Limited |
LiveOps | Full | Full | Limited |
Patients | Full | Full | Limited |
Patient Chat | Full | Full | Limited |
Online Scheduling | Full | Full | Limited |
Email Campaigns | Full | Full | Limited |
Eligibility | Full | Full | Limited |
Rewards | Full | Full | Limited |
Profitability Formula | Limited | Full | Limited |
Swell | Limited | Full | Limited |
Payments | Limited | Full | Limited |
Follow Ups | Limited | Full | Limited |
Communication | Limited | Full | Limited |
Settings | Limited | Full | Limited |
Important things to note when setting access levels:
If Regular access is selected, but all permissions levels are set to 'Full', the user will be updated to have Admin access.
If Admin access is selected, but any permissions levels are set to 'Limited', the user will be updated to have Regular access.
Setting any level to 'None' will prevent the Engagement user from seeing the feature entirely in Engagement.
Create Custom Permissions Presets
If you'd rather create your own permissions presets instead of choosing a default option, you can do so in Settings > Practice Setup > Permissions Presets. Learn more here.
Limited Actions by Feature
If a user has the 'Limited' access level selected for a particular feature, they will only be able to perform certain actions within that feature. Here's a breakdown of everything a user with Limited access can and cannot do in Engagement:
Feature | 'Limited' Capabilities | 'Limited' Unavailable Actions |
Inbox |
|
|
LiveOps |
|
|
Patients |
|
|
Patient Chat |
|
|
Online Scheduling |
|
|
Email Campaigns |
|
|
Eligibility |
|
|
Rewards | Page is visible in Engagement | Can’t claim and submit reward |
Profitability Formula | Page is visible in Engagement |
|
Swell | Page is visible in Engagement |
|
Payments |
|
|
Follow Ups | Page is visible in dashboard | Can't set up TouchPoints |
Communication |
| Can’t cancel scheduled communication |
Settings |
|
|
Need to create a new Engagement user or edit permissions for an existing user? Check out our step-by-step resources: