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).