User permissions determine what people can and can’t do in HealthForce Connect. There are administrative permissions for users who have more responsibility and non-administrative users that let people work in the platform and access key features.
Types of Permissions
There are three user permission levels that are available that include:
Admin: can do all actions e.g. add or editing other staff permission levels
Booking User: can do all actions except adding or editing other staff permission levels
Finance: can only access the invoices tab
How to add your own finance users
Step 1: Booking Admin logs into the platform
Step 2: Navigate to “My Account”
Step 3: Click ‘Manage Colleagues’
Step 4: Click “Add Colleagues”
Step 5: Fill out information (Name / email / must understand & agree the terms and conditions), select finance, click to confirm
Step 6. An email will be sent, and the invited person should complete the account’s creation form from there
Step 7. Once completed and submitted, the user will be able to start using the platform within 5 minutes.
Edit Permission Levels
If you need to edit permission levels, you follow these steps:
Step 1. Admin user logs into HealthForce Connect
Step 2: Navigate to “My Account”
Step 3: Click ‘Manage Colleagues’
Step 4: Click the pencil icon
Step 5: Select a new ‘access’ level (admin / booking / finance)
Step 6: Click confirm. After 15 minutes, the user permission will be updated.
If you have any questions or issues, reach out to your Client Success Executive and we’ll get you sorted!