How to limit user permissions with roles

Zentake allows you to control user access by assigning roles with specific permissions. This ensures users can only access the features and data necessary for their role within your organization.

Step 1: Navigate to the User Management Section

1. Log in to your Zentake admin account.
2. Click on Account in the left-hand menu.

3. Select Roles from the options.

   

Step 2: Add or Edit a User Role

1. To create a new role, click Add Role. To modify an existing role, select the pencil Icon from the list.
2. Enter a role name (e.g., "Receptionist," "Billing Manager," or "Administrator").

Step 3: Assign Permissions to the Role

1. Check the boxes for the permissions you want to grant. Permissions may include:
   • Packets & Forms Building Permissions: Allows the user to see submitted forms.
   • Form & Packet Submission Permissions: Enables users to modify form.
   • Client Profile Permissions: Grants the ability to send forms to patients.
   • Team: Allows control over user accounts.
2. Review the selected permissions to ensure they align with the intended level of access.
3. Click Save to apply the changes.

Step 4: Assign Users to a Role

1. Go to the Team section.
2. Locate the user you want to modify.
3. Click Edit User and select the appropriate role from the dropdown menu.
4. Click Save to apply the role to the user.

Conclusion

Using roles to limit user permissions in Zentake helps maintain security and ensures users only access the features relevant to their responsibilities. For any additional support, contact Zentake’s support team.