Version 14.19
Overview
The Roles functionality enables you to assign permissions to a role. When you assign a role to a user, the user has all of the permissions associated with that role. You must have the appropriate permission to access the Roles option from the menu. It is recommended that a role is duplicated and not added.
Add a Role
- Access OP Notify using the email address and password set up through your account activation.
- Click the drop-down arrow on the top Patient Portal bar and select the practice.
- Click the User Administration drop-down arrow to expand the selections.
- Select Roles.
- Click the Add Role button. The New Role pane displays.
- Confirm the Active checkbox is selected.
- Enter the name for the role in the Name field.
- (Optional) Further describe the role in the Description field.
- Select the role permissions by performing one of the following:
- Click Select All to include all permissions.
- Click Expand All and select the permissions from the expanded list.
- Click the Save button.
Duplicate a Role
- Access OP Notify using the email address and password set up through your account activation.
- Click the drop-down arrow on the top Patient Portal bar and select the practice.
- Click the User Administration drop-down arrow to expand the selections.
- Select Roles.
- Select the role to duplicate from the User Administration / Roles list.
- Click the Duplicate Role button.
- Confirm the Active checkbox is selected.
- Enter the name for the role in the Name field.
- (Optional) Further describe the role in the Description field.
- Click Expand All in the permissions group to view permissions duplicated from the selected role.
- Select or deselect permissions for the new role.
- Click the Save button.
Version 14.10
![]() | WARNING: This information is intended only for clients currently in the implementation or production phase with OP Notify functionality. |
Overview
The Roles functionality enables you to assign permissions to a role. When you assign a role to a user, the user has all of the permissions associated with that role. You must have the appropriate permission to access the Roles option from the menu.
Add a Role
- Access OP Notify using the email address and password set up through your account activation.
- Click the dropdown arrow on the top Patient Portal bar and select the practice.
- Click the User Administration dropdown arrow to expand the selections.
- Select Roles.
- Click the Add Role button. The New Role pane displays.
- Confirm the Active checkbox is selected.
- Enter the name for the role in the Name field.
- (Optional) Further describe the role in the Description field.
- Select the role permissions by performing one of the following:
- Click Select All to include all permissions.
- Click Expand All and select the permissions from the expanded list.
- Click the Save button.
Duplicate a Role
- Access OP Notify using the email address and password set up through your account activation.
- Click the dropdown arrow on the top Patient Portal bar and select the practice.
- Click the User Administration dropdown arrow to expand the selections.
- Select Roles.
- Select the role to duplicate from the User Administration / Roles list.
- Click the Duplicate Role button.
- Confirm the Active checkbox is selected.
- Enter the name for the role in the Name field.
- (Optional) Further describe the role in the Description field.
- Click Expand All in the permissions group to view permissions duplicated from the selected role.
- Select or deselect permissions for the new role.
- Click the Save button.
Version 14.8
OP Notify was implemented in Version 14.9.