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How to check and switch User Roles

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This article will show you how to check and switch user roles.

A user role defines what a staff member can view and edit. Some roles allow only access to basic functionality, whereas other roles allow users to make changes to your practice system configuration.

A single user may have many roles, these can be edited by System Administrators in each user's profile, please read more in this article How to Add and Remove User Roles.

Switching Role(s) on your profile

The current active role will be displayed next to your name in the banner at the top of the screen.

If a user has more than one role allocated, they can view and switch their role from user icon on the homepage:

  1. Select the User icon
  2. Select Switch Role
  3. Select the role to switch to
  4. The selected Role will be displayed in the banner next to the User's name

If you are completing a task that requires a defined role, remember to switch back to your preferred, or primary role, by completing the steps above.

If you log out, when you next log in your primary role will be selected as per your user profile.

How did we do?

How to Make a User Inactive

How to Add and Remove User Roles

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