This article describes the security permissions associated with the "Staff with Assigned Clients" role.
The role previously called “Staff” is now called “Staff with Assigned Clients.” This role is able to perform case management tasks for clients assigned to them.
There are two options for assigning clients to Staff with this role:
- Assigned Clients: This is the default Staff role in SureImpact. Administrators or Managers must manually assign clients to Staff with this role.
- Clients in Assigned Programs: Administrators and Managers are able to assign a Staff user to one or more programs. This saves time and gives the Staff user access to all clients actively enrolled in the program(s).
To add a new user with the Staff with Assigned Clients role:
- In the top navigation, click Staff.
- Click Add Staff.
- Enter the First Name and Last Name.
- Enter the Email the Staff user will use to access SureImpact.
- Enter the staff member’s Employee ID. (This is an optional field where Administrators and Managers can enter an external Employee ID if desired).
- Enter the staff’s Hire Date.
- The Role “Staff with Assigned Clients” is already selected by default, so no action is necessary.
- Click the dropdown menu next to Client Access to select Assigned Clients or Clients in Assigned Programs:
-
- Assigned Clients - This is the default Staff role in SureImpact. Administrators or Managers must manually assign clients to Staff with this role.
- Clients in Assigned Programs - Administrators and Managers are able to assign a Staff user to one or more programs. This saves time and gives the Staff user access to all clients actively enrolled in the program(s). If you select this option, you will need to assign the new user to at least one program (See Assigning Staff to a Program).
Note: Based on customer request, the fields under Qualifications are available to enter additional information about Staff users. You may skip these fields.
-
- Click Save.