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Administration
Customise and manage Helix for your health service.
User Management
Everyone who needs to access Helix should be added as a user and assigned to a role. Permissions to access various parts of Helix are assigned to roles. The permissions assigned determine what each user can access in Helix.
Permissions
Assign permissions to a role.

Administration
Customise and manage Helix for your health service.
- User Management
  Everyone who needs to access Helix should be added as a user and assigned to a role. Permissions to access various parts of Helix are assigned to roles. The permissions assigned determine what each user can access in Helix.
  - Roles
    Create custom roles for your organisation.
  - Permissions
    Assign permissions to a role.
  - Users
    First, add a user to Helix. A user's user groups, permissions and licence level define the features and functions to which a user or members of a group have access.
  - Helix Permissions
    Helix has a predefined set of permissions that you can apply to individual users or all members in a group.
- Centre Settings
  Information about each centre is managed in Centre Settings. Where you can add, edit, or clone the centres, and view the inactive centres.
- Immunisation Schedule Management
  Create a new immunisation schedule, edit the schedule and activate it.
- Template Management
  All templates used in the Letter Writer are managed from the Template Management system.
- Preferences
  Enable ePrescribing, RTPM and set your display preferences.
- Abbreviations
  Abbreviations are essentially frequently used text inserted into a patient's consult using keystrokes.
- Certificates
  PKI certificates are required by many businesses for maintaining access to digital health tools including electronic prescribing and My Health Record.
- Active Directory User Management
  The Active Directory User Management page allows you to create new users in Helix, or assign access to existing users.
- Audits
  Use the Audit log to check user access, reauthentication, and any changes made to your patient's personal records.
- Migration to Helix
  Helix uses a FHIR-based tool to migrate your MedicalDirector Clinical data using an iterative approach.

Permissions

Assign permissions to a role.

Before you begin

Permissions:

Update Roles and Permissions

About this task

Permissions define which of Helix's functions can be accessed by users with the same role.

Procedure

To modify the permissions for a role:

Select user > Settings.
Select Security > Roles & Permissions.