Overview

Standard Roles

Changing a User's Role

Referral Type/Source User Limitations

Video Walkthrough


Overview

Each user is assigned a specific role that governs their level of access to the system, or permissions. The most important consideration when assigning permissions, is the protection of sensitive Case information. First Light can work with you to create Roles for your Users to ensure they only grant access to the desired information. However, it is the responsibility of the Organization Admin(s) to review and confirm that the Role provides only the desired level of access for the Users assigned to that Role.  


Standard Roles

By default, each organization will automatically be provided the three roles listed below. Each of these roles can be edited. However, we recommend cloning these and making changes to the newly cloned (copied) role.   

 

  • Organization Admin: Provides full access to the system, including adding new users, editing roles, and managing the organization.
  • Staff: Provides access to managing cases and survey invitations.
  • Student: Essential access to login. We recommend not making changes to this before consulting with First Light support staff.

Changing a User's Role

  1. Open the Users setting page by clicking on Settings in the left hand navigation menu and selecting Users.
  2. Use the Role filter in the left top corner of the ACCOUNTS tab or the search field (click the magnifying glass along the top) to locate the user you would like to update.
  3. Click anywhere in the row of the user to open their User Detail page and it's INFO tab.
  4. Select Edit User to open the editing window for this user.
  5. Click into the Role option to open the dropdown menu and select the new role, shown below.
     
  6. Click SAVE. This will automatically update the the permissions applied to this user. If the user is logged into Impact when this update is saved, they may need to refresh their Impact window. 


Referral Type/Source User Limitations

If the role assigned to a user has the permission that limits them to only having access to a certain referral type and/or referral source of cases, you will need to navigate to their user account to assign the correct referral types/options. Please follow the steps below to do so.

  1. Open the Users setting page by clicking on Settings in the left hand navigation menu and selecting Users.
  2. Use the Role filter in the left top corner of the ACCOUNTS tab or the search field (click the magnifying glass along the top) to locate the user you would like to update.
  3. Click anywhere in the row of the user to open their User Detail page and it's INFO tab.
  4. Under the Case Restrictions section on the INFO Tab, click CONFIGURE for the referral type/source that the user should be limited by. See boxes and b in the screengrab below.
  5. This opens the Referral Type/Source window. Click the dropdown area, shown below, to open the dropdown menu where the referral options can be selected. Check the 'Include Empty' checkbox if the case should be able to see cases where the referral source/type has not been selected. 
  6. Click Save. This will automatically update the cases that the user is able to see. If the user is logged into Impact when this update is saved, they may need to refresh their Impact window.


Video Walkthrough

To view, update, or clone a role, navigate to 'Settings' and select 'Roles'.  See video tutorial below.