User Roles

User Roles

Within teams users play different roles. For example, a manager can see all other users and their clients in their team, a superuser can see all users and their clients in all teams. Pragmatic Tracker comes with a set of standard roles but customers with bespoke systems can create their own roles with different permission structures.

 

 Editing a user role

To edit a user role highlight the user name and click. This will bring you to the 'Edit Role' page where changes can be made.

WARNING: Making changes to User Roles is a serious undertaking and needs to be carried out very carefully under consultation with and with the support of either us at Pragmatic Tracker or with a sophisticated user who is well trained in this part of the system. Permission is restricted to the highest level of user, the superuser.

 

 

Standard roles in Pragmatic Tracker

 

 

Superuser

A user with maximum permissions; can do everything that's possible within the system.

 

System Administrator

System administrators can be thought of as Managers with system-wide responsibilities.  As well as adding clients and new teams they can add practitioners, therapists, managers and other system administrators to the system as needed. They cannot add, edit or delete roles and have no access to the measures area or the events log.

 

Manager

A user with team-wide privileges to create, edit and delete users and clients. Cannot access other teams, can edit only their own team, cannot access or edit roles and has no access to the measures area or the events log.

 

Therapist

A user who can share their clients with other users, can see the other members of their team  but cannot add or access other user profiles. 

 

Practitioner

A user who sees just their own client list.

 

Other types of user

Because of the granular permissions structure Pragmatic Tracker can have other types of user created in bespoke customised systems in order to achieve the creation of new roles that may be appropriate within your organisation. Please discuss this during your installation survey.

 

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