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, or apply one of our preset levels.

Preset Permission Levels

If you don't want to customize access feature by feature, you can select a 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.
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 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
Communication	Limited	Full	Limited
Settings	Limited	Full	Limited

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	can expand Show Details can Download can Preview can click the message and mark as read can filter and search messages	can’t 'Mark All' can’t use checkboxes on message
LiveOps	can move patients can click to view the whole day can search and switch days can use 3-dot menu on the patient and call help can change visible provider can call for help in the seated area	can’t schedule appointments can’t create appointments can’t confirm appointments can’t go to Settings can’t clear the checkout area
Patients	can use and save filters can interact with tags can update patient data can use bulk actions (except deleting patients) can use actions on Patient Cards (add notes, prepare documents, send to PMS) can update info on icon statuses (like MEDICAL UPDATE DUE, etc)	can’t delete filters can’t create or delete unlinked patients (individually or in bulk) can’t update section Settings in Patient Card
Patient Chat	can filter by assignment can search patients can use 3-dot menu	can’t send messages to the patient can’t send direct messages in 3-dot menu can’t send direct messages from Bulk Actions can’t assign a user to the patient can’t mark message as read
Online Scheduling	can trigger “Sync Availability” in Settings can search patients, use filters, bulk actions in Action Items dashboard can create, delete or edit patient in Action Items/ASAP list can interact with the Performance page (‘select practice’ depends on if user has access to other practices) can see details of practice-lever service can see ‘Widget preview’ and ‘Details’ on widgets can copy URL from URL's list can copy the custom link from the custom scheduling list can use 3-dot menu on patient and search in Blocklist can send invite to schedule	can't change any Settings (delete, hide, edit, create) can’t create appointment in Inbox can’t cancel reservation in Inbox
Email Campaigns	can create a campaign in the Campaigns section can create a campaign from any template can preview templates can send email campaigns through 3-dot menu can send email campaigns in bulk actions from Patients dashboard can edit the content of the campaign when scheduled or draft can copy as draft (for new campaigns) can see details of the campaign (for new campaigns) can see the target recipients of the campaign can see details of the Campaign or Template (in Campaigns and Templates section) can use filters on the campaigns list	can’t cancel a campaign can’t copy templates in My Templates and Templates Gallery (for new campaigns) can’t delete/edit settings/edit template/copy in My Templates (for new campaigns) can’t edit or delete categories in My Templates
Eligibility	can trigger “Verify all” on the Eligibility page can trigger a single verification on the Eligibility page can trigger a single verification on Patient Card can use filters on the list can Download reports on list and at the Patient’s Card	can’t set up automation
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	Deposits Tab: user will have a Full access can send payment requests through 3-dot menu can send payment requests in quick actions on Patient Card	can’t 'Post to ledger 'in Inbox Transactions Tab: can’t use the "Actions" button on a transactions line item (this includes things related to posting to ledger and refunding) Payment Requests Tab: can’t cancel a payment request Accounts Receivable Tab: can’t send bulk payment requests can’t snooze patients, or unsnooze patients Payment Plans Tab: can’t use the "Actions" button (this includes cancelling a plan, activating)
Communication	can use filters can see target recipients	Can’t cancel scheduled communication
Settings	Services tab: the page will be visible; can copy and open links ('View status link') Practice Setup tab: the page will be visible Forms tab: the page will be visible can preview form can change language in the language drop-down Consents tab: the page will be visible can preview form can change language in the language drop-down Templates tab: the page will be visible can preview templates (all types) can see archived templates can do everything in the Social media section Verbiage tab: the page will be visible can see a verbiage preview (expand verbiage category) Users tab: the page will be visible can user filters and search Billing tab: the page will be visible Partners tab: the page will be visible About tab: the page will be visible	Practice Setup tab: can't make changes Forms tab: can’t change anything Consents tab: can’t change anything Templates tab: can’t create new templates can’t copy templates from the Engagement library can’t edit templates in Custom can’t archive templates Verbiage tab: can’t change anything can’t change Global Settings Users tab: can’t change anything can’t create or edit user can’t view device list and can’t approve device Billing tab: can’t change anything can’t buy Credits Partners tab: can’t change anything About tab: can't change anything

Need to create a new Engagement user or edit permissions for an existing user? Check out our step-by-step resources:

Custom Permission Levels

You may also choose to create a Custom panel of permissions that allows you to set access to each feature/dashboard in Engagement based on the level you select. Just choose Custom from the Preset Permissions dropdown menu, then apply the desired level of access to each feature as needed.

Note: Setting any level to 'None' will prevent the Engagement user from seeing the feature entirely in Engagement.

Analytics: Adding User Permissions

Engagement: Create and Send an Email Campaign (Legacy Version)

Engagement: Patient Messaging Overview

Engagement: Send an Email Campaign (NEW)

Engagement: Create Targeted Email Campaigns Based on Patient Insurance Carrier