How to Assign Group and User Permissions

Sensei Cloud provides Permissions lists to help Administrators manage team members' access to specific functionality.
Note: You must be assigned to the Administrators group in order to access these functions.

For more information on specific permissions, see Permissions List.

Group Permissions

Use these settings to add team members to the following groups:

• Administrators
• PatientForms
• Prescribers

To add or remove team members in a group:

1. From the Administration tab, select Permissions > Group Permissions.
   
2. Select a Group. The members of the group are displayed, and the assigned permissions for the group are displayed underneath the members.
3. Select Edit Group Members. A list of all team members is displayed, with the team members assigned to this group selected.
4. Select team members to add to the group, and deselect team members to remove them.
5. Click Save. Permission changes take effect when the user logs in the next time.

User Permissions

By default, new team members have access to only a specific subset of screens within Sensei Cloud, including:

• Majority of the screens and functionality on the Patient tab.
• Schedule Day/View, schedule worklists, and To Do worklists on the Location tab.
• User’s own Team Member record on the Administration tab.

To edit user permissions:

1. From the Administration tab, select Permissions > User Permissions. Active team members are displayed in the left panel. 
2. Use the filter to select Inactive or All to modify the team member list, or use the Search field to find a specific person.
3. Select a team member, and then click Edit User Permissions. A list of Sensei Cloud screens is displayed, grouped by category.
4. Use the checkmarks beside each screen to modify the functionality the user can access.
5. Click Save. Permission changes take effect when the user logs in the next time.

Note: If the team member belongs to a permissions group, access to some windows is automatic. Membership in the Administrators group provides access to all windows.