User Permissions and Roles

ResiDex has fine-grained controls called Staff Roles that allow administrators to set exactly what each staff member can view, add to or change within ResiDex.

Note: If a user does not have BOTH Staff roles (role 15) AND Supervisor (role 13) they cannot add/edit any of their own staff roles.  They can add or edit roles for other staff but not their own.

Authorized users may control the permission & access levels of other users, allowing you to control what each of your users can individually see and do. 

Staff Security

In, you can view a user's permissions under the People>Staff Section, by opening an individual user's Staff Profile.  User's permissions are broken down across a few sections:  Provider Type, Login & Access, Resident Data Access, Staff Data Access, Other Roles.

Provider Type

Each user must have a 'Provider Type' - the list of provider types can be customized per client and may be different than shown here. A user's Provider Type determines what services they are / are not able to see or e-chart, what charting restrictions may be in place for the user (how far back / ahead of time they can e-chart services or medication passes), and which reports the user will have access to.  

Login & Access

The Login & Access section will allow you to specify if a user can login to, if they are restricted from the physical locations they can log into from, and which campuses they can access (if you have more than one campus).

Campus Access

If you have more than one location (or "Campus"), you can grant users the ability to access one Campus only, multiple Campuses, or all Campuses as you see fit. 
Users with the 'Supervisor' role will automatically have access to all Campuses.

Resident Data Access

In the Resident Data Access screen, we can specify what types of resident data a user can view and edit. We can also specify if a user only has access to certain residents within a campus; this feature is typically used to grant access to third party care providers like hospice staff, pharmacy techs, rounding doctors, or others who only should have access to health care information for certain individuals.

Staff Data Access 

In the Staff Data Access screen, we can specify what types of Staff data a user can view (for other staff members).

Other Roles

Additional permissions can be granted in the 'Other Roles' section.

Keep in mind when granting Staff Roles

There are a number of different ways of giving a staff member new permissions. The different methods of adding roles allow you to speedily give new permissions to a user, and have exact control over what permissions they will or will not have. Keep in mind when giving roles to users:

Start with as few roles as possible - It is a good security practice to limit the roles a user has to just what is needed.

Standard Roles - Nearly all ResiDex users start with roles 0, 1 and 2, though your policy may vary.

Limit access to key Roles - The following roles control sensitive aspects of ResiDex and should only be granted to people who have specific responsibility and training:

  • #15 - Staff Roles - This role is the master key to ResiDex. 
  • #13 - Campus Supervisor - This role enables many settings that change how ResiDex works. THIS ROLE CAN ONLY BE GRANTED BY USERS WHO ALREADY HAVE THE SUPERVISOR ROLE, Role 13.

Role changes are logged for security

Whenever roles are added or removed (granted or revoked), a record of this action is created. The history for a single user's role changes can be accessed via reporting by authorized users.