Roles

Create roles for your organisation.

Users of Helix are organised into user groups, called roles. Rights to access various parts of Helix are given to these roles.

A user may belong to only one role. If a user requires additional system rights or clinical item rights, create a new role.

Typical roles are:
  • GP
  • Practice Manager
  • Allied Health Worker
  • Receptionist
  • Nurse
  • Nurse Practitioner
  • System Administrator
All users with the following permissions can add, delete and update roles:
  • Access to Roles and Permissions in settings - view Security > Roles & Permissions
  • Create Role - create a new role and edit permissions on existing roles
  • Update User - add and update users and make users inactive
To display and maintain roles for your organisation:
  1. Select User iconuser > Settings iconSettings.
  2. Select Security > Roles & Permissions.
To add a new role:
  1. In Security > Roles & Permissions, click Add new role.
  2. In the Add Role window, enter a role name and description.
  3. From the Copy permissions from existing role list, select an existing role to use as a permissions template. Alternatively, create a blank role and add the permissions required.
  4. Click Create Role.