Permissions allow you to be prescriptive about what Staff and Manager users can view and edit in Artera. Permissions can only be set by Enterprise users.
Permissions Overview
Accessing Permissions
-
Open Settings in the bottom-left corner of the navigation bar:
- Navigate to Enterprise Settings > Permissions:
-
For each Module, set the Minimum Access Required:
- Example 1: if you set the Add Patients module to Staff, then Staff, Manager, and Enterprise Users can add patients
- Example 2: If you set the Users module to Enterprise, only Enterprise Users can add Users
Permission Definitions
Note: These permissions are all for Practice-level access:
Module |
Definition |
Forms |
Determine who can view Forms. |
Lines |
Determine who can create, edit, and set line hours and holiday line 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 will always have access to all Insights Reports.
|
Campaigns |
Determine who can create, edit, and start/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. |
|
Automations
|
Determine who can create, edit, and start/pause Practice Automations. NOTE: This permission only applies to Automations. Only Enterprise users can create, edit, and start/pause Triggers. |
User Groups |
Determine who can create, edit, and disable User Groups. NOTE: Only Enterprise users can create, edit, and disable Enterprise Groups. |
Add Patients |
Determine who can add Unverified Patients directly to Artera. |
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) |