Maureen's Blog

We’ve made s big change within Shared Contacts and now providers have controle over who can and can not add a Shared Contact to your agency list. As many of you already know, this list can become a nightmare if not managed properly so hopefully this change will help a lot of you  here is a guide to help you assign those role out to some of your trusted users, within the Privlidege- Agency Wide and Administrative you’ll see the ability to assign Shared Contact under the Administrative box:

Users with the User Privilege Administrative Role will be able to assign necessary privileges to a User. Users with the Super Admin Administrative Role along with the User Privilege Role will be able to assign the Super Admin Role to other Users.

In order to view or assign privileges to a User, please follow the steps mentioned below:

1. Click on the User Privilege link available under the Access Control area on the FirstPage of the Admin mode.
2. Select the particular active User from the User List page.
3. On the Privilege page of the user, you will find the following two drop-down boxes:
   • Privilege – Agency Wide and Administrative Roles
   • Privilege – Caseload(s)
4. Click on the ‘Privilege – Agency Wide and Administrative Roles’ drop-down box to assign necessary privileges to the User.
5. The expanded Privilege – Agency Wide and Administrative Roles drop-down box will provide a list of Agency Wide and Administrative Roles. All Agency Wide Roles and other access preferences have been aggregated under this drop-down box along with all ‘Administrative Roles’.