There are multiple roles with differing sets of responsibilities involved in the staff members' onboarding at an organisation. For example, the Hospital Director might need to approve documents and applications, but they don't need to set up the onboarding process. Consequently, this role requires a particular set of permissions that you can set up for them on Credentially.

At Credentially, the Administrator can assign and edit permissions to particular staff members. You can set necessary permissions for your Hospital Director or any other roles so that they will not be inundated with information and functionalities they don't work with.

NOTE: Only the default role of 'Administrator' has the full set of permissions. Other roles can’t edit Organisation settings, and it is not possible to grant them permission to do it.

Here is the instruction on how to set up permissions for a particular role:

1) Create a new role by clicking 'Create New Role'.

2) Enter all the necessary information. Choose if it is a clinical or non-clinical role.

3) Click on the 'Add permissions' button to add more permissions to the role.

4) Then, you will see the system displaying the ‘Manage Staff Member’s Profile’ group of permissions. It consists of the permission groups related to managing access to the other staff members' profiles (what one staff member can do with the profile of another staff member).

Firstly, select the checkboxes in the All Staff group.

Then, tick the necessary checkboxes to grant specific permissions to the role.

NOTE: Please keep in mind that to grant a permission which gives you the right for some extra action, such as the 'Approve/Decline' option (in the document section); you need to tick 'View List' + 'Review' or in some other cases just 'View'. Once you have ticked 'View List' + 'Review' / 'View', you can activate extra permission, such as 'Approve/Decline', and, consequently, get the right to approve and decline documents.

5) Don't forget to click the 'Add Permissions to Role' button.

6) Check the role name and description, make sure that the role type (clinical or non-clinical) was chosen correctly. If needed, you can edit permissions at this step. Once you have checked everything, click the 'Save role' button.

7) The system saves the role and permissions set to the role. The green notification 'Created successfully' will be displayed at the bottom of the screen.

NOTE: You can also edit permissions later on. To do this, click on the role name in the list of other roles.

Click on the 'Edit Permissions' button to make necessary changes.

Please feel free to contact Credentially Support at support@credentially.io if you have any difficulties while setting up permissions for your organisation's roles.