-
Recordbase User Guide
- Referrals
- Personal details
- Protocols
- KPIs
- Managing your user account
- Medications and Prescribing
- My Graphs
- Employment History
- Personal Plans
- Outcome Tools
- Notes
- Activities
- Supported Employment
- Goal Plans
- Incident Management
- Finding and browsing clients
- Risks
- Recordbase Screens
- Foster Care Support
- Account Management
- Education
- Medical Tests
- ACC injury claims
- Accessing Recordbase
- Reports
- Health
- Attachments
- The Client Record
- Interactions
- Alerts
- Tasks
-
Recordbase Administration Guide
-
Recordbase Elite Reports Guide
-
Recordbase Product News and Updates
-
Help Center
-
How tos
Adding Users to a Role
You can add users to a role using the Role and User screens.
Adding Users to a Role
- Click User and Roles menu
- Click Roles
- Click View on the role you want to add the user
- Click Edit on the users panel
- In the search box, type at least two characters of the user's name
- A dropdown list will appear showing all users in your organization whose names match the entered characters.
- Click the desired user’s name in the list
- Click the Add button to assign the user to the role
- Click Save to confirm