Here you will find answers to some of the more common Security Class questions (including Report Security Classes). If you cannot find the answer you are looking for, please contact the Penelope Support Team.
Security Class Settings
How many Security Classes do I need?
It depends! Consider the following questions when designing your Security Classes:
How many job functions or roles does our agency have? For some agencies, it makes sense to create a 1:1 relationship between the number of roles and number of security classes. Other agencies might have greater or fewer security requirements.
Do my staff with the same or similar job titles require the same access levels in Penelope or is there some variability? You should consider creating a Security Class for each person or group of people who require different levels of access.
Are there any staff requiring unique access to features in Penelope? Are processes like intake and billing centralized to one staff member?
Who should have access to the setup sidebar?
We recommend that only those staff who are part of the Penelope Implementation Project team members and/or staff who will make ongoing changes to the list of services offered, cart items, documents, etc. have access to the Setup Sidebar.
The following Security Class Settings must be enabled for a Intake-Mgmt or Admin-Exec account to have access: Worker Security Settings > Allow access to Worker Set Up
How do I give someone access to the Intake Wizard?
Workers belonging to either the Intake-Mgmt or Admin-Exec User Groups have access to the Intake Wizard by default. Workers belonging to other User Groups cannot be given access to the Intake Wizard even using Security Settings.
How do I prevent someone from accessing Service Files they’re not assigned to?
Workers belonging to the Clinical Worker User Group are only able to access Service Files they are directly assigned to. To prevent other workers from accessing Service Files they’re not assigned to, enable the Case and Service File Security Settings > Restrict Service File access to Assigned Workers setting.
How do I give team members access to each other’s client files?
If you want members of the same team or workers who provide the same service to be able to access each other’s files but not access the files from another service, enable the Case and Service File Security Settings > Restrict Intake to assigned Case Services setting.
How do I give someone access to a Group?
First, if the worker belongs to the Clinical Worker User Group, you must ensure that they’re the Primary Worker for the Group. Otherwise, they will not be able to view the Group regardless of any security settings you choose to employ. Intake-Mgmt and Admin-Exec workers have access to Groups by default, but this access can be restricted by Case and Service File Security Settings.
How do I prevent someone from seeing the price of cart items/Service Units?
To prevent a worker from seeing the price of Cart items, enable the Billing Information Security Settings > Hide Billing Amounts in Case setting. The workers will be able to add Service Units to the cart, but they will not be able to see the fee of the Service Unit while in the event.
Report Security Class Settings
How many Report Security Classes do I need?
Much like with Security Class Settings, it depends! Consider the following questions when designing your Report Security Classes:
How many job functions or roles does our agency have? Do the reporting requirements vary between functions?
Do my staff with the same or similar job titles require the reporting capabilities in Penelope or is there some variability? You should consider creating a Report Security Class for each person or group of people who require different levels of access.
Are there any concerns or limitations around which staff are able to aggregate client data? If so, consider restricting those staff from being able to review reports that don’t pre-filter for their own client list.
Can I prevent staff from viewing the main Reports page entirely?
You can! Ensure their Security Class Setting has the Reports Security Settings > Deny access to Main Reports Page option enabled.