Credentially provides an opportunity to divide your staff into several roles. This helps set up different compliance requirements and onboarding processes for various types of employees.
Let's imagine that you, as an Admin, need to add a new role in your Organisation on Credentially. Let it be the role of a 'Pharmacist'.
To add a new role, follow these steps:
Open the 'Organisation Settings' tab and then the 'Roles Management' subtab.
Create a new role by clicking '+ Create New Role'.
Enter all the necessary information. Choose if it is a clinical or non-clinical role.
Click on the 'Add permissions' button to add more permissions to the role, if needed.
NOTE: If you have just added a role but haven't granted any permissions to it, users will be able to see and edit only their profiles. In case you want to give them access to the data of other staff members, follow the instruction in the article 'Add permissions for your staff members'.
5. Click the 'Save role' button.
Once you have added a new role, you can set up mandatory documents for it.
We also recommend checking onboarding settings for this newly-added role. Go to the 'Organisation Settings' tab -> 'Onboarding' -> 'Edit'.