Different roles (or access permissions) are available for different users of tuOtempO, such as administrators, secretarial staff, call center staff or doctors. This tutorial explains how to assign different roles to different users.
Where to begin
Log in to the tuOtempO admin zone.
A. Understanding the difference between Resources and Users
Resources provide services at an establishment: they can be human resources such as doctors, or physical resources such as scanners.
Users are people who use the tuOtempO platform without themselves offering services : secretarial staff, administrators, referring doctors…
B. Creating Users and assigning their roles
1. Create a new user
Go to > Set Up > Users > Add
Create a new user and fill out the available fields.
2. Assign a role
From the dropdown menu, chose the appropriate role for the new user:
- Call Center
- Referring Doctor
C. Creating resources and assigning their access level
1. Create a new resource
Go to > Set Up > Center > Manage Doctors > Add
Create a new resource and fill out the available fields.
2. Assign an access level
From the dropdown menu, chose the appropriate access level for the new resource:
- Advanced Resource
D. Defining permissions for each role
By default, an appropriate set of permissions is associated with each different role. Administrators can modify six of the eight permission sets available.
Go to > Set Up > Users > Operator Rules > Modify
1. Enable Role
Tick the “Enabled Role” box to make a given role available.
2. Choose a name for your role
A series of possible names are shown by default : Operator, Call Center, Pharmacy…
You can modify these by editing the text box.
3. Select backend access
Tick the box to give users in this role the possibility of accessing the administrative area. If this option is unticked the dependent permissions will not apply.
Use the tooltips provided to understand the permissions that apply. Tick or untick the boxes depending on whether you wish to grant these permissions to the user in question.
Save your changes when done.