Access & roles

Assign a role to a user

Link an existing user to a facility or organizational group and assign an allowed role at the correct scope.

Current source · source reviewed · 3 min read

Before you begin

The user that you want to add has a MANSOQ account.
You have the permissions listed below for the Organization, the Supplier, the Responsibility, or the Department.

1. Open the Users tab

The screen that you start from depends on the type of the group.

For an Organization, go to Admin. Select Organizations. Select Governance. Open the Organization.
For a Supplier, go to Admin. Select Organizations. Select Suppliers. Open the Supplier.
For a Responsibility, go to Admin. Select Organizations. Select Responsibilities. Open the Responsibility.
For a Department, open the facility. Select Settings. Select Departments. Open the Department.

Select the Users tab.

2. Start the link

Click Link User. A sheet opens.

Note: The Link User button shows only if you have permission to manage users in that group.

3. Find the user

Search for the person in the user picker. Search by name, by username, or by phone number. Select the person from the results.

MANSOQ shows the username, the user type, and the phone number of the person that you selected.

4. Select the role

Select a role from the Select Role list.

The list shows only the roles that match the screen that you are in.

Screen	Roles in the list
Organization	Government Organization roles
Supplier	Government Organization roles
Responsibility	Responsibility roles
Department	Facility roles

Note: MANSOQ lets you grant only a role with permissions that you also hold. You cannot give a person more access than you have.

5. Link the user

For an Organization, a Supplier, or a Responsibility, click Link to Organization.

For a Department, click Add to Organization.

Before using this workflow

Note: To create a user account, see Create a user. This flow covers only the link of a user who already has an account.

Permissions

Permission	Access
Can Manage Users in an Organization	Lets you add a user, remove a user, or change a user's role in an Organization, a Supplier, or a Responsibility.
Can Manage Users in a Facility Organization	Lets you add a user, remove a user, or change a user's role in a Department.

Expected Outcome

MANSOQ links the user to the Organization, the Supplier, the Responsibility, or the Department.
The Users tab shows the user with the role that you selected.
The user gets the permissions of that role for that Organization, Supplier, Responsibility, or Department.

Version and facility configuration

This procedure is grounded in the repository’s version 3.1 user guide and the audited source revision. Available encounter types, required demographics, terminology, permissions and enabled services depend on your facility configuration. Use the labels and access controls on your own instance; the source references below identify the documented implementation.

Troubleshooting

The requested role is unavailable or cannot be granted

You can grant only permissions that you hold. Ask a higher-authorized administrator to assign the required role in the correct group.

Source evidence

References are pinned to the private MANSOQ source repository. Repository access is required to open these links.