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

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.

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

The 'Manager' role gives users access to managing the account but prevents them from changing any account configuration settings. This means that they do not have access to the Admin menu or Broker Accounts/Commissions settings (though they can add broker deals to memberships.

Manager users have the following abilities:

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:

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:

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:

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

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

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.

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:

'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.