Configuring roles and permission levels
How to control what each staff member can see and do.
Written By Chris Germon
Last updated About 1 month ago
Two different things
Optiq distinguishes between roles (what the staff member does β Radiographer, Sonographer) and permission levels (what they can see and do in Optiq β Staff, Location Manager, Payroll Admin, Super Admin).
Permission levels
- Staff β sees their own roster, timesheet, leave, payslips. Can submit timesheets and leave requests. Default for clinical staff.
- Location Manager β can review and approve their location's staff. Can publish schedules. Cannot see pay rates.
- Payroll Admin β can see pay rates, run pay runs, manage awards. Cannot edit permissions or roles.
- Super Admin β full access. Use sparingly.
Customising permissions
Each permission level maps to dozens of fine-grained permissions (e.g. per::schedule::write). Go to Settings β 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 β Roles. Roles drive the schedule (only Radiographers can fill Radiographer shifts) and accreditation requirements (a Sonographer role might require ASAR registration).