Change what a colleague can reach

Change what a colleague can reach

See each colleague's access, change what one colleague can reach, and read what each position carries.

Where: Practice portal
Who can do this: Administrator

A position, such as Nurse or Reception, is where a colleague starts. Each colleague can be given more or less than their position carries.

Steps

Choose Team on the left. Each colleague shows how many of the practice's permissions they hold.

The Team screen: Find a colleague, Invitations none outstanding, and the Staff list with each colleague's position, how many permissions they hold and Change access. Demonstration using fictional patient records.

Choose Change access beside the colleague.
Choose another position to add what it carries, or tick and untick single permissions below.

What Kemi Adebayo can reach, with Reception and Billing chosen and the permissions they carry ticked below. Demonstration using fictional patient records.

Choose Save what they can reach.

To see what a position carries, find it under Positions at the foot of Team and choose Change beside it.

The Reception position and the permissions it carries. Demonstration using fictional patient records.

What to expect

The dialog closes and the colleague's row on Team shows their positions and how many permissions they now hold.

Still stuck? Email support@riz.care and say which screen you are on.