What do the different roles mean?

Charlie Flynn -

When creating and editing users you have the ability to assign roles. Roles give access to certain sections and functions within the Forcura platform. Here's what each role enables:

  • Admin - grants access to Site Administration tools
  • Alloy Only - prevents access to outdated versions of the Forcura app
  • Archive - grants access to the Archive section
  • Basic PDF Viewer - uses simple PDF viewer instaed of default PDF editor
  • Cases - grants access to the Cases section
  • Courier - grants access to the Courier section under Transmissions
  • Dashboard - grants access to the Dashboard when logging in
  • Directory - grants access to the Directory section
  • Drive - grants access to the Drive section
  • Drive Scan - scans ALL documents uploaded or saved to Drive for a barcode. If found, the document will attach to the existing case and move to Pending Approval
  • Drive Sort by ID - overrides default sort of most recently updated
  • Error Email Notification - sends email to user whenever a fax fails to transmit
  • Fax - grants access to the Fax section under Transmissions
  • Inbound Email Notification - sends email to user whenever a inbound fax is received
  • Mail - grants access to the Mail section under Transmissions
  • Patients - grants access to the Patients section
  • Portal - grants access to the Portal section
  • Prevent Delete on Case Creation/ Attach - overrides default deletion of Drive documents after a case is created or attached to.
  • Scan Capture - grants access to Scan Capture module on the Forcura mobile app.
  • Secure Chat - grants access to the Secure Messaging module on the Forcura mobile and web app.
  • Templates - grants access to the custom forms/ Templates section
  • Transmission - grants access to the Transmissions section

Here are the roles that we suggest based on what platform(s) you license:

Document (Orders) Tracking:

  • Alloy Only
  • Archive
  • Cases
  • Dashboard
  • Drive
  • Directory
  • Fax
  • Patients
  • Templates
  • Transmission

Intake & Referral Management

  • Alloy Only
  • Archive
  • Cases
  • Dashboard
  • Drive
  • Directory
  • Fax
  • Patients
  • Transmission

Scan Capture

  • Alloy Only
  • Dashboard
  • Drive
  • Scan Capture

Secure Messaging

  • Alloy Only
  • Dashboard
  • Secure Chat
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