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Step-by-Step Guides

Configuring roles and permission levels

How to control what each staff member can see and do.

Written By Chris Germon

Last updated 5 months ago

Two different things

Optiq distinguishes between roles (what the staff member does — Radiographer, Sonographer) and permission levels (what they can see and do in Optiq — Staff, Location Manager, Payroll Admin, Super Admin).

Permission levels

  • Staff — sees their own roster, timesheet, leave, payslips. Can submit timesheets and leave requests. Default for clinical staff.
  • Location Manager — can review and approve their location's staff. Can publish schedules. Cannot see pay rates.
  • Payroll Admin — can see pay rates, run pay runs, manage awards. Cannot edit permissions or roles.
  • Super Admin — full access. Use sparingly.

Customising permissions

Each permission level maps to dozens of fine-grained permissions (e.g. per::schedule::write). Go to Settings → Permissions to see the full matrix and customise per-level if needed. Changes apply immediately.

Roles

Roles define what a staff member is qualified to do clinically. Set them up in Settings → Roles. Roles drive the schedule (only Radiographers can fill Radiographer shifts) and accreditation requirements (a Sonographer role might require ASAR registration).