How to configure Permissions for your Organisation

Access Permissions Management

To open the Permissions Management suite:

1. Click Settings in the top-right corner
2. Select Permissions from the left-hand menu

Understand the Permissions Table

The permissions table shows all roles in your organisation, including:

• Default roles (managed by Ausmed)
• Custom roles (created by your organisation)

Each role controls what users can view and do across the platform.

View Role Permissions

To view what a role can access:

1. Find the role in the table
2. Click the ⋮ (three dots) menu
3. Select View permissions

You can then:

• Browse permissions by product area
• Toggle permissions on or off (custom roles only)

Note: Default roles are managed by Ausmed and cannot be edited.

Assign Users to a Role

To assign a role:

1. Click the ⋮ (three dots) next to the role
2. Click Assign
3. Select one or more users
4. Click Add users to role
5. Click Confirm

Configure Data Access

Some roles require you to set data access when assigning users.

You can choose:

• Full organisation access
  • Users can view and act on data across the entire organisation
• Group access
  • Users can only access selected teams or locations

This helps you control how much visibility and control a user has—even within the same role.

Edit Permissions from a User Profile

You can also assign or update roles from a user profile:

1. Go to the User table
2. Click Edit on a user
3. Select the Permissions tab
4. Choose a role
5. Set data access (if required)
6. Save your changes

Create a Custom Role

To create a new role:

1. Click Create custom role
2. Enter:
   • Role name
   • Description
3. (Optional) Copy permissions from an existing role
4. Click Create

You’ll then land on the permissions screen where you can:

• Expand each product area
• Toggle permissions on or off
• Click Update to save

The new role will appear in the permissions table.