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Authorization Role

The Authorization Role screen stores all the current access roles for the system. The roles determine which actions, screens, fields, and level of access (e.g. Read, Edit, Create, and/or Delete) the user is granted.

Employees are assigned authorization roles in one of two ways:

If an employee is assigned more than one Role, and the access levels of a particular screen or field conflict, the employee is granted the role with the HIGHER access level.

Note: The system contains multiple standard authorization roles configured by API Healthcare. Additional roles can be created in this screen, either by adding a new role or by replicating an existing role and customizing it. For more information see Steps for Adding a New Authorization Role and Steps for Replicating an Authorization Role. For more information on resolving issues with roles, see Troubleshooting Authorization Role Assignments.

The following sections are available in the left pane when adding or viewing Roles:

General

Opens a screen to view basic information on the role.

Authorization Controls

Displays all the Authorization Policy options in the system in a tree view. Authorizations can be added, edited, or removed from a role from this screen.

Level Assignments

Opens a screen to define the Authorization Level and Authorization Level Category information for each role.

Note: Certain authorization roles assigned to employees count toward application licenses. For more information, see System Licensing of Employees.

Action Buttons

The following Action buttons may be available in the left pane, depending on the page that is open:

Add

Advanced/Basic

Audits

Delete or Delete Selected

Replace

Replicate