User Roles

User roles are groups of permissions that can be applied to different users within an organization. A user role reflects a particular job, and gives access to functions used to do that job. SUNRx has created default user roles for a Health Center. These default roles can be applied to any user. The Health Center has also been given the ability to create custom user roles if the default roles do not meet the Health Center’s needs. The custom roles use a default role as a template.

Viewing User Roles

1. Click on User Roles under the User Administration menu

2. In the <Search By> dropdown, select the search criteria

a. User Role

Please Note: To view all user roles, select “ALL”

b. Created By

c. Date Created

3. Click Go.

4. The User Role grid will display.

The User Roles grid displays the following information:

• User Role

o Name of User Role

• Default

o If the role was created by SUNRx, it is a default role designated by a “Y”. If the role is a custom role, it will be designated by a “N”.

•  Access Level

o This will always show Health Center

• Organization

o Displays the organization responsible for creating the user role

• Date Created

o The date the role was created

• Created By

o The user who created the role

• Options

o View

•  Clicking on the <View> link, will allow the user to see all the permissions applicable to that user role

o Edit

• Clicking on <Edit> link will allow the user to edit the role. If it is a default role, the role will need to be copied first. Please see Custom Roles section for additional information.
•  View Users

•   Displays a list of all the users who have been assigned this user role.