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What access do the different roles in team management have?

Team Management

Updated over 4 months ago

Access Specifications for Team Roles:

Each role within Team Management on Trova is designed with tailored access to ensure operational efficiency and safeguard sensitive information:

  • Provider + Administrator:

    • Full Access: Complete control over all platform functions, both for personal and team member use.
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  • Administrator:

    • Team Management Focus: Can access all functions related to team members' accounts but does not manage client-specific activities.

    • Limited Personal Dashboard: Access is primarily to manage team operations and personal notes, without client engagement functionalities.
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  • Administrative Staff:

    • Operational Management: Handles appointment scheduling, billing, and other non-clinical functions.

    • Restricted Access: Does not have access to clinical notes, role management, business details, or subscription settings.
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  • Provider:

    • Self-contained Access: Limited to managing their own account and client interactions, without access to other team members' details or broader administrative functions.

This role-based access control helps maintain a clear separation of duties and enhances privacy and security across the organization.

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