User Privileges

There are additional user privileges you can customize for your organization

Navigating to User Privileges

• Select settings -> Organization -> User Privileges 
  

Rename User Roles

• Select the user role name -> Click on the blue pencil to the right of the user role name -> rename the role -> press 'OK'
  
  

  Adjusting User Roles

• Under the selected user roles, you can select multiple features that you would like users to have simply by selecting the box next to each privilege.

Programs  Privileges: 

• Add new targets: Users can add new targets to a program prior to starting a session or during a live session.
• Manually change targets:  Users can open up a new target from a program or move a target from one phase to the next during a live session.

Sessions Privileges: 

• Start Session With Pending Activities: By selecting this option, users can start a new session if there are session notes that still need to be completed or a signature has not been collected. 
• Leave Sessions Open When Finishing Data Collection: Users can leave sessions open for another staff member to take over later.
  
• Comment on Sessions:  Users can comment on session data summaries and tag appropriate staff members and/or other individuals.
• Sign Any Signature Request: Users can sign off on session notes and/or reports 
• Change To Any Session Note Template : Users have the option to choose which session note template they want to use writing that session note

Activities Privileges: 

• Reopen and Edit Activities: Allows any user to reopen an activity (ex: previously rendered session) to edit session notes, time entry, signature, etc.
• Unrender activities (integration only): Allows users to unrender a previously rendered session to edit details such as day and time session occurred, or if a session note needs to be edited. 
• Preserve Signatures When Reopening/Editing Activities: Leaves initial user signatures on an activity that has been reopened or edited.
• Change Time Frame of Own Activities: Allows users to change their own time frame of their own activity.
• Change Time Frame of Others Activities:  Allows all users the option to change the time fame of another user's activity.
• Allow overlapping activities: Allows multiple sessions to overlap with days/times for one learner and/or one staff member.