Let’s review how to change an existing AHFE user’s role (e.g. Staff to Manager).

Change Staff to Manager User or Advanced Staff User

When you update a Staff to a Manager user, the user will have access to all Phone Lines within the Practice. Additionally, any functions permissible for Manager users will be available to them. 

1. Navigate to Settings > Practice Settings > Users.

2. Locate the user in the Staff tab and use the (...) menu to select Edit User. 

3. Use the drop-menu to select Manager or Advanced Staff User. 

4. Click Save.

Change Manager to Staff User

When you update a Manager to a Staff user, you will need to set the user’s Line Permissions and Resource Filters. 

1. Navigate to Settings > Practice Settings > Users
2. Locate the user in the Manager tab and use the (...) menu to select Edit User. 
3. Use the drop-menu to select Manager or Advanced Staff User.
4. Next establish the user’s Line Permissions and Resource Filters. 
   1. Line Permissions: Determine which Phone Line(s) the user should be able to send messages from. At least one Phone Line must be added to every Staff user or they will not be able to see any Patient Channels.
   2. Resource Filters: Specify which Providers and Locations for the chosen Phone Line(s) the user should be able to filter by within the Collaborative Inbox.
5. Click Save.

Change Staff/Manager to Enterprise Admin User

Upgrading a Staff/Manager User to an Enterprise Admin User requires deleting the existing user and recreating them at the Enterprise-level. When you upgrade a user to an Enterprise user type, they will have access to all settings and functions within AHFE across all Practices.

1. Navigate to Settings > Practice Settings > Users.
2. Locate the user and use the (...) menu to select Delete User. 
3. Navigate to Settings > Enterprise Settings > Enterprise Users.
4. Click Add User.
5. Enter the First Name, Last Name, and Email fields.
   1. Cell Phone is an optional field but can be useful for authenticating via cell (instead of email) or receiving Mention notifications if the user is going to be included in an Enterprise User Group.
6. Click Save to create the user.

Change Staff/Manager to Enterprise Content Manager

Upgrading a Staff/Manager user to an Enterprise Content Manager user requires deleting the existing user and recreating them at the Enterprise-level. When you change a user to an Enterprise Content Manager, they will have the ability to create Triggers, Conversation Flows and Campaigns. They will not be able to turn on or off Triggers or Conversation Flows and will not have access to any other settings or PHI access.

1. Navigate to Settings > Practice Settings > Users.
2. Locate the user and use the (...) menu to select Delete User. 
3. Navigate to Settings > Enterprise Settings > Enterprise Users.
4. Click Add User.
5. Enter the First Name, Last Name, and Email fields.
   1. Cell Phone is an optional field but can be useful for authenticating via cell instead of email.
6. Click Save to create the user.