Roles

Overview

Setup is found in the grey left-hand side bar. Hover over the sidebar with the cursor and the bar will expand. Select Setup to expand a drop-down list of setup pages within PTS. To choose a setup page, select its name from the list.

Roles are used to define the default parameters for each user assigned to that role, such as the default user views and permissions, the activities they are permitted to record, and more. Some of these parameters can be adjusted on a per-user basis; it's not necessary nor recommended to create new roles for small individual changes. Roles, for the most part, are just templates to be tweaked.

Adding new roles

When creating a role you can select a pre-existing role to use as the template.

PTS is shipped with a number of popular roles pre-configured, such as Pharmacist, Porter, Ward Staff and more. If you need to create a new role access the actions menu by clicking on the actions menu icon at the top right of the page, then from the actions menu click the New Role button.

To speed up the Role creation process you can create the role based upon an existing role. Select the closest Role to the one to be created by selecting it from the list.

Click OK when you're done. The process then continues in the role popup.