Security Roles

Overview

ControlCheck managers can configure and assign specific security roles to restrict user permissions for certain analytics and departments. Users given specific security roles will only see data relevant to their corresponding departments throughout the ControlCheck application, including the audit table, manage tab, reporting, and analytics. To manage security roles, select the Manage tab in the main navigation bar, then select Security Roles in the left side menu.

The dashboard allows manager users to view all existing security roles, select a specific role to view/edit the configured permissions for that role, as well as select the New Security Role button to create a new role.

Editing Existing Security Roles

Users will see the Full Access security roles by default. The Full Access role cannot be edited; however, the other roles can be edited by selecting the security role's name or row in the table.

Once selected, you'll be forwarded to the Edit Security Role page where you can manage the following permissions:

• Department Permissions - allows you to restrict access to one or multiple departments
• Audit Permissions - allows you to enable/restrict access to specific features within the Patient Care Audit Table or the Pharmacy Audit Table
• Analytics Metrics Visibility - allows you to enable/disable access to specific analytic dashboards in the OR and/or Nursing modules
• Cases Access - allows you to assign a specific case role / To learn more about the case access roles available, review the Security Roles - Case Access article.

Once you have finished editing the security role, select the Save button at the bottom of the screen to finalize the changes. 

Editing Multiple Security Roles

To learn how to bulk edit multiple security roles read the Security Roles - Bulk Editing article.

Deleting Security Roles

Security roles can be deleted via the Edit Security Role page by selecting the Delete Security Role button at the top right of the screen. The application will always prompt you to confirm your selection in a new window. Once certain simply select the Delete button. 

Create New Security Roles

To create a new security role select the 'New Security Role' button in the top right corner of the Security Roles Dashboard. 

First, you'll be prompted to name the new security role, and then you will select the permissions for departments, audit permissions, analytic dashboards, and cases as mentioned above.  

Once security roles are configured, ControlCheck Managers can assign specific roles to user accounts by navigating to the Account Management dashboard within the Manage tab.