MANSOQ Access & roles
Add users to a department
This flow describes how to manage the members of a department in MANSOQ. You can add a user, change a member's role, and remove a member. Pre-requisites - The department is set up in the facility. - The user has an account in MANSOQ. If the…
3.1 · versioned documentation · 3 min read
Overview
This flow describes how to manage the members of a department in MANSOQ. You can add a user, change a member's role, and remove a member.
Pre-requisites
- The department is set up in the facility.
- The user has an account in MANSOQ. If the user has no account, you can create the account during this flow.
- You have the permissions listed below.
Permissions
| Permission | Access |
|---|---|
| Can List Users in a Facility Organizations | Lets you view the members of a department. Facility Admin, Admin, Staff, Doctor, Administrator, and Nurse hold this permission. |
| Can Manage Users in a Facility Organization | Lets you add a member, change a member's role, or remove a member. Facility Admin and Administrator hold this permission. |
Note: You cannot give a member a role that carries more permissions than your own effective permissions on that department and its parent departments. MANSOQ blocks the attempt.
Steps
1. Open the Users tab of the department
Open the facility. Select Settings. Select Departments. Open the department. Select the Users tab.
2. Add a user to the department
Select Link User. Search for the user. Select the user. Under Select Role, select a role. Select Add to Organization.
Note: To link a service account, select the Service accounts tab. Then select Link Service Account.
Note: If the user has no account in MANSOQ, select Add User. Complete the user form. MANSOQ then opens the Link User form with the new user selected.
3. Change a member's role
Find the member in the list. Select Edit next to the member's name. MANSOQ opens the Edit User Role sheet. Under Select New Role, select the new role. Select Update Role.
Note: You must select a role different from the member's current role.
Note: MANSOQ blocks a role change that removes the last Facility Admin from the facility's root department.
4. Remove a member
Find the member in the list. Select Edit next to the member's name. In the sheet that opens, select Remove User. Select Remove to confirm.
Note: MANSOQ blocks the removal of the last member of the facility's root department.
Expected Outcome
- MANSOQ shows the new member in the Users tab of the department, with the role of the member.
- MANSOQ shows a success message when you add a member, change a member's role, or remove a member.
- MANSOQ removes the member from the list when you remove the member.
Related
Concepts:
Flows:
Source evidence
References are pinned to the private MANSOQ source repository. Repository access is required to open these links.