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User Controls

This article explains how to change user roles & what each user role can do

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated over a week ago

Admin users can change the role of any users in their Hint account by following the steps below:

  1. Click on 'Admin' 

  2. From the Admin menu, click 'Account' 

  3. Click the 'Users' tab 

  4. Click 'Edit' to the right of the user's name and select from the roles listed below

  5. Click 'Save' 

Note: If you are a Core + Clinical customer, you will not have the 'Users' tab under Admin -> Account. Please reach out to Hint's support team to update user settings on the Core side of the platform.

Admin

The 'Admin' role gives users full access within the Hint platform. Admin users have the following abilities:

  • Change admin (account configuration) settings

  • Manage and edit patients

  • Manage and edit employers/employees

  • View and export reports

  • Issue credits

  • Issue refunds

  • Revise invoices

Manager

The 'Manager' role gives users access to managing the account but prevents them from changing any account configuration settings. Manager users have the following abilities:

  • Manage and edit patients

  • Manage and edit employers/employees

  • View and export reports

  • Issue credits

  • Issue refunds

  • Revise invoices

Staff

The 'Staff' role gives users access to patient and employer information but limits their access to account configuration settings and reports. Staff users have the following abilities:

  • Manage and edit patients

  • Manage and edit employers/employees

  • Issue credits

  • Issue refunds

Staff Limited

The 'Staff Limited' role gives users the ability to mange patients and employees but limits access to certain action on patient accounts. Staff Limited users have the following abilities:

  • Manage and edit patients

  • Manage and edit employers/employees

Reports Only

The 'Reports Only' role limits access to the patients and employers sections in Hint. Users under this role will not receive any email notifications from Hint. Reports Only users users have the following abilities:

  • View and export reports​ 

Staff Limited and Reports

This role combines both the Staff Limited and Reports Only roles together. Users with this role have the following abilities:

  • Manage employers

  • Manage patients

  • Manage notes

  • View reports

  • Practice base permissions

  • View patients

Read-Only 

  • Read more about this role here.

Read Only And Reports

'Read Only And Reports' users will be able to:

  • View and export reports

  • View patients

Though these users will be able to open patient profiles and view demographic & membership information, they will not be able to make any changes.

'Read Only And Reports' users will only receive the new patient email notifications.

Practice Billing Only

This role allows a user to only access the 'Billing' Tab under Admin --> Accounts. This is for anyone in your practice who needs access to your Hint Invoices but should not have any access to PHI. As a 'Practice Billing Only user, you can:

  • See any issued, paid and past due invoices owed to Hint

  • Update your payment source we use to process payment on invoices owed to Hint

Restricted By Location Groups

'Restricted by Location Groups' users can only see patients assigned to location groups that the user has access to. Read more about these users here.

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