S
Sarah Murphy
Customize names of existing roles (ability to rename)
New role: Controller / Administrator user
Access to setting up / managing Clients / Staff
Access to setting up / managing Users
Access to setting up / managing Business Units
Access to managing subscription
No access to running sessions, programs, insights (perhaps access to History and Reports to be able to pull session notes and progress reports?). Access to Files?
No access to Settings: Workflows, Prompt Level templates, Library
Customize privileges per user type (can only be customized by Manager):
  • Edit targets, Add targets
  • File uploads (allow parents to upload to Files section)
  • Parent chat reply (allow parents to comment / reply to sessions)
  • View pages: History, Progress, Insights, Files
Tech: Centralize privileges / access