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Scoped Access on User Roles

Tasha Demkiw avatar
Written by Tasha Demkiw
Updated this week

For Staff, Staff Limited, and Read Only roles, we've added the ability to scope access by location. If a user should only see patients and information from certain locations or groups, you can now turn this restriction on for them. 

How to Set up a Location Group

You'll want to create the locations and groups before linking users to them. You can see how to do this by checking this article

How to Restrict a User's Role to Scoped Access

Once you've set your locations and groups, you can assign users to them! When adding a user (or editing an existing user), go to Admin > Account > Users. You can see the breakdown of each role here

Roles that can be scoped will have a toggle that can be enabled at the bottom of the pop-up that appears when selecting the role, as is shown below:


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