Permissions

Permissions is your customizable system that allows you to decide exactly who can and cannot do what.  Think of this as a way to tell the app how you want it to work and it will automatically keep up to date with that information.  Right now, the important thing is to write down who you want to be able to do each of these things.  Whenever possible it is better practice to pick from a group rather than an individual user so that the permission can be transferred to whomever is in that specific group/role.

Rules

When working with permissions, you can add rules to most permissions (as well as most features in the app).  Rules are applied using AND & OR logic.  This concept may seem hard at first, but it is quite simple yet powerful once you wrap your head around it.

AND Level

When making a single rule imagine saying “and” between each item you add to that rule.  So, if you put in:

Location: Canada

Role: Supervisor

You should read this as:  The users with this permission has a location of Canada AND is a supervisor.  As you can see this rule limits it to very specific users.  This can be done with as many items in a single rule.

OR Level

When working with multiple rules on the same category imagine saying “or” between each of the different rules.  So, if you had the following rules:

Rule 1:

Location: Canada

Role: Supervisor

Rule 2:

Department: Office

This should be read as: The users with this permission either has a location of Canada AND their department is the field AND they are a supervisor OR any users who are in the office.

This shows that you can use multiple combinations to filter content to the exact groups very easily.  What makes this especially powerful is that when you change a user’s groups (they change role or department in your company) Guardian Clinic Manager will automatically assign them to the appropriate items within the app.

Exclusion vs Inclusion

Depending on what you want to do we have given you even more power when filtering content or giving permissions to a group.

Inclusion Rules

These are rules for including a group in that permission or filtering.

Exclusion Rules

These are rules for excluding a group in that permission or filtering. 

Permission Base Types:

There are a few different base types of permissions as well as custom rules involved with permissions.

All Users

This is where the “Base Case” is that every user has this permission.  However, you can add rules of excluding a group of users.  This is a great starting point for when you want content to go to everyone in a company except a small group of people.  Otherwise, this will allow everybody across the entire company to see it or have that permission

Admin Only

This permission is where you only allow your users with admin status to see this or have that permission.  It is important to recognize that when you give a user admin status there is nothing that they are unable to see.  That is why it is important to sometimes change the permission to the next one and then add rules allowing a group to see it.

No Users

This means that the base case allows 0 users to be able to use this feature.  However, you can add inclusion rules allowing specific groups of users to be able to see it.  This is a better way of allowing certain users to have access to certain features rather than making them an admin.  It allows you to keep that user from having access to every part of your app while giving them the power to access what they need.

Clinic Permissions:

Clinic Settings:

Announcements:

Assets:

Certifications:

Task Tracking:

Clinic Documents:

Inspections:

Forms:

User Documents:

User Profiles and Settings:

Permission Best Practice

Most permissions only need to be set and forget.  Most of the time our default permissions are more than good enough for most Clinics, however, after writing down who you want to be able to do most of the tasks above you will decide whether to make certain users admins or change certain permissions.