An Access Group is a feature in FastVisa that allows you to categorize and manage authorization access for different team members within your organization. This feature is particularly useful for controlling and customizing the level of access and permissions that each team member has, based on their specific roles and responsibilities.
Here's how Access Groups work:
Roles with Default Access
FastVisa provides predefined roles with specific authorization access levels. These roles include:
Institution Admin
The highest authorization level, with access to both the manage portal and institution portal. They can invite other institution admins, customize the client portal, manage access groups, and more.
Admin
Access to all menus in the manage portal, enabling them to set up various components such as procedures, survey questionnaires, and report templates.
Staff
Access to most features in the manage portal, but without the ability to set up certain elements that admins can manage.
Guest
Limited access, primarily focused on accessing specific clients and cases they have been assigned to.
Customized Authorization with Access Groups
In addition to the default roles, FastVisa allows more advanced authorization access that can be tailored to your organization's needs. Institution Admins have the ability to create Access Groups, which categorize team members based on their job areas or responsibilities.
Filtered Access and Permissions
By assigning team members to specific Access Groups, you can control what they can access and what actions they can perform within the system. Access to clients, cases, menus, and features can be tailored based on the Access Group settings.
Enhanced Flexibility
With Access Groups, you can provide team members with access to specific menus and functionalities that are relevant to their roles. This ensures that team members are focused on the tasks that matter most to their job functions.
Data Filtering
Access Groups can also be used to filter the clients and cases that team members can view and work on. This helps streamline their workflow and ensures that they are working on the appropriate tasks.
Institution Admin Control
The ability to create and manage Access Groups is granted to Institution Admins, who have the highest level of authorization. This ensures that the customization of access and permissions is controlled and aligned with your organization's requirements.
In summary, Access Groups in FastVisa provide a powerful way to fine-tune authorization access and permissions for different team members, creating a more efficient and focused workflow. This customization helps ensure that team members have the right tools and data at their disposal to perform their roles effectively.