No matter the size and makeup of your organization, Mahmee can be customized to create roles and account permissions for your team members.
Each role within your organization will have it's own set of allowable account permissions. You can choose which permissions to enable (or disable) for different team roles.
Account admins should add their organizations roles into the admin dashboard and then select the appropriate permissions to enable for each role. For example, the role of 'office manager' may not require the same permissions as the role of 'care provider', and vice versa.
Default Roles & Permissions
Each new account has default roles of 'Care Provider' and 'Front Office' with pre-set permissions. These default roles are here to help you get started. You may edit or remove the default roles after you have created your organizations roles.
Adding/editing roles and permissions
From your Account Admin dashboard, select 'Roles & Permissions' on the drop down menu.
View the current roles and permissions on your organization's account.
Select '+ Add Role' to add a new role or 'Edit' to edit an existing role.
Enter a name/job title for the role.
Use the checkboxes to select the permissions for this role. Hover over each permission to see what each permission does.
Select the 'Apply' button when complete
This role and its associated permissions will now be visible on the 'Roles & Permissions' tab on your Account Admin Dashboard.
Giving roles to team members
From your Account Admin dashboard, select 'Manage Members' on the drop down menu.
Find the team member.
Select the members Role from the drop down menu.
