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User Permissions | AHFE

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Table of Contents

Permissions Overview Accessing Permissions Permission Definitions
Delete

NOTE: This article is for only for Artera Harmony Federal Edition customers.

Permissions allow you to be prescriptive about what users can view and edit in Artera Harmony Federal Edition (AHFE). Permissions can only be set by Enterprise Users. 

Permissions Overview

Accessing Permissions

  1. Open Settings in the bottom-left corner of the navigation bar:
  2. Navigate to Enterprise Settings > Permissions:
  3. For each Product Area, set the Minimum User Role Required:
    1. Example 1: If you set the "Lines" Product Area to Staff, then Staff, Manager, and Enterprise Users can create new lines.
    2. Example 2: If you set the Users module to Enterprise, only Enterprise Users can add new users.

Permission Definitions

Note: These permissions are all for Practice-level access:

Product Area

Definition

Lines

Determine who can create, edit, and set hours and holiday hours for Lines.

Users

Determine who can create and edit Staff and Manager Users.

Events

Determine who can edit and disable Events.

Analytics

Determine who can view the Practice Insights Reports.
NOTE: Enterprise Users always have access to all Insights Reports.

Campaigns

Determine who can create, edit, and start or pause Campaigns.

Resources

Determine who can edit and disable Resources.

Quick Responses

Determine who can create, edit, and delete Practice Quick Responses. 
NOTE: Only Enterprise Users can create and edit Default Quick Responses. 

User Groups

Determine who can create, edit, and disable User Groups. 
NOTE: Only Enterprise users can create, edit, and disable Enterprise Groups. 

Holiday Hours

Determine who can create Practice Holiday Hours. 
NOTE: The user type selected for the Holiday Hours Permission must also have the "Lines" Permission.

Practice Settings

Determine who can edit Practice Settings.

Staff Safety Controls

Determine who can hide inbound messages and images (Only Enterprise or Manager Users)

authorization access control

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