User Permissions For Reception/Admin Staff

Set appropriate user permissions for reception/admin staff in Zanda. Manage appointments, client profiles, communication, invoicing, and reports efficiently with customized access.

When creating a User Profile for the reception or admin team staff member, it is good to know what permissions to available features will be necessary for this user to perform their duties. This article aims to advise on the set of user permissions for various job tasks.  

In this article:

• Creating Appointments
• Accessing Non-confidential Sections In Profiles
• Allowing Access To Communication
• Allowing Access To Invoicing And Payments
• Generating Client Lists And Reports
• Accessing Client Tasks
• Other Permissions

Permissions Necessary for Creating Appointments

In most circumstances, the admin User Profile should not be linked with a specific practitioner. Instead, access to all practitioners is provided, so that the user could see all the practitioners' calendars in the account and create appointments in all of them. The following permissions will enable the admin user to create and edit appointments in the account: 

• Access All Calendars - if you want them to see all practitioner's calendars (otherwise, choose a default practitioner profile for the user and ensure that the Access Level is set to "Administrative" to ensure they do not have access to the clinical Records pages in the assigned client's profiles)
• Show All Appointments - shows the details of the appointments, if not granted they will only see that an appointment is booked but no other details. Must be granted to allow the user to edit appointments.
• Edit Appointments - provides the user access to create and edit appointments (must have "show all appointments" granted to edit existing appointments in all calendars)
• Delete Appointments - if you want to allow the admin staff to do that.

Permissions Necessary to Allow Access to Non-confidential Sections in Profiles

The People Menu permission enables the user to have the following access:

• Gives access to Client Profiles to
  - all folders in the Profile section, 
  - all folders in the Appointments section,
  - to Billing Setup, Insurance and Session Packs in the Billing section,
  - add Admin Notes, Forms and Files in the Admin section. 
• Gives access to Referrer Profiles to
  - all folders in the Profile section, 
  - add Admin Notes, Forms and Files to practitioner profiles. 
• Gives access to Third Party Profiles to
  - all folders in the Profile section, 
  - Billing Setup in the Billing Section
  - add Admin Notes, Forms and Files to third party profiles. 
• People Menu also gives access to
  - the People menu on the main menu on the left-hand side (create and search for Clients, Referrers, Third Parties)

Permissions Necessary to Allow Access to Communication

The below permissions are necessary to allow access to communication with Clients/Contacts, Referrers, and Third Parties:

• Access All Client Correspondence gives access to 
  - Records → Correspondence folder in Client Profiles
  - The Communication section in Client Profiles

• Access All Communication

• Communication Menu: This feature lets a user access your communication template including SMS and Email templates.
  In addition, the user can send bulk messages to your contacts database as well. Plus, if your account is connected to Mailchimp, the user can export your contacts to Mailchimp for email marketing purposes*. 

Permissions Necessary to Allow Access to Invoicing and Payments

With the following permissions, the user will be able to 

• Access Client Invoices and Payments
  - gives access to the Sales menu to record new payments and generate a list of existing invoices and payments. 
  - gives access to the list of invoices and payments in the client's profile. 
  - It does not allow access to edit invoices. 
• Edit Appointments: Invoice Charges permission would provide access to editing invoices, so it is generally used in conjunction with the above-mentioned permission to Access Client Invoices and Payments

Permissions Necessary to Generate Client Lists and Reports

These permissions can be provided independently, based on the job tasks the user will need to perform:

•  Allow Client List Generation and Export
  - enables access to Advanced Search for Clients, Contacts, Referrers, and Third Parties,
  - allows generating the list of recipients for Bulk Send and MailChimp in Tools > Communication > Bulk Send/MailChimp
• Access Reports permission allows access to all Zanda reports and Xero Export. 

Permissions Necessary to See All Client Tasks

The Can See All Tasks permission will allow the user to see all the client tasks generated, even if they are assigned to other users. 

Other User Permissions

This section lists the other User Permissions and what they do:

• The Setup and Configure Zanda** can be useful if the user is required to help with setting up Zanda (including creating Practitioners, Availability, Services, Products, and so on). This permission will also allow the user to remove the content of SMS client replies, in Client Profile > Communication > Activity.
• Access Waitlist - provides access to the waitlist to manage clients waiting for appointments. Accessed under the people menu and in the Zanda header. 
• Edit Note and Form Templates - provides access to the lists of note and form templates and allows adding, editing, and deactivating templates. 
• Can Change Assigned Practitioners for all Clients - provides access to edit all client's primary and assigned practitioners and users with access.
• Access all Client File Uploads - provides access to Client Profile > Records > Files folder in all client profiles in the account. 
• Access All Clinical Client Notes and Forms - provides access to Client Profile > Records > Notes / Forms folders in all client profiles in the account. 
• View All User Notes: If this permission is enabled, this user can view clinical notes created by all users. If not granted, a user can only see notes that they have created in profiles they have access to. If the user does not otherwise have access to clinical notes, this permission will not allow them to gain access. The permission will only take effect when the user already has access to view a client's clinical notes, and will simply control whose notes they can view. 
  • It is possible to override user access to notes for specific client profiles. The Override User Access to Notes feature is available in each Client Profile > Admin > Manage settings page. If users do not have access to 'View All Users Notes' to see notes written by other users, use this setting to grant a user access to view all another user's notes in a specific client profile. 

• Allow Data Export - enables the user access to Tools > Data Export and exporting all client data from Zanda in the external files.
• Allow Draft Session Notes - if this permission is given, the admin user will be able to save Admin Notes as drafts (in Profiles > Admin > Admin Notes). Without this permission, the user will only be able to save the notes as complete. 
• Allow User to Unlock Their Own Completed Notes: If this feature is made active, the user will be able to unlock completed client notes that the user created when logged in with their own username. If a note was created under a different username, only the Master User of the account will be able to unlock it for this user.