♋Switch Profile

Effortlessly transition between roles, from admin to provider or patient, with just a click on your profile icon.

Overview

The User Module in the super admin panel allows the management of all users, including admin users, providers, and patients. Super admins can assign and edit roles, with role selection being either single or multiple based on a toggle setting. The Permission Module includes a Single Selection toggle for roles, affecting how roles are assigned and displayed. Super admins can also delete roles, impacting user access and associated data.

Initially, when onboarded, users are super admins and can switch their profiles to admin, provider, and patient.

Switch Profile

Instructions for Super Admin

Accessing and Managing User Roles

1. Navigate to the User Module:

   • Open the super admin panel.

   • Click on the "User Module" to view all users.

2. Editing User Roles:

   • Select a user to edit.

   • Assign roles using the multi-selection field (e.g., super admin, clinic admin, support staff, etc.).

   • Use the Single Selection toggle to control whether multiple roles can be assigned simultaneously.

3. Deleting User Roles:

   • Select a user and click "Edit."

   • Remove the desired role.

   • Click "Update" to apply changes.

   • Confirm role deletion in the pop-up: “Are you sure you want to remove this role from the user's profile?”

     • Confirm: The role is removed.

     • Cancel: The role remains assigned.

Super Admin Role-Specific Changes

1. Removing Consulting Provider Role:

   • Ensure all pending or upcoming appointments are canceled before confirming role removal.

   • All consulting provider data will be deleted from the provider sections of super admin, clinic admin, and support staff.

2. Removing Referring Provider Role:

   • If any referral is pending, it will be moved to the canceled status.

   • The user profile is deleted from the provider section of super admin, clinic admin, and support staff.

3. Removing Patient Role:

   • All patient data, including upcoming appointments and referrals, will be canceled and removed from the system.

   • The user profile will be deleted from the patient and family sections of super admin, clinic admin, and support staff.

4. Handling Role Deletions with Multiple Assignments:

   • When deleting a role, ensure to manage dependencies like appointments and referrals to prevent data inconsistency.

   • Confirm deletion carefully to avoid unintended data loss.