We understand the importance of choosing the right roles and user permissions for clinic staff. If the Enable Security on iPad is set to YES, users will have limited access to your clinic's account from the iPad application based on the role you have chosen for them. With user permission settings you will be able to restrict user access to only what is essential for each of your staff members workflow (discover more about the available Roles and Permissions HERE).

NOTE: The Level 3 role has some special permissions on the iPad. As on the web, you can only execute Treatments on the Flowsheet, but cannot add, edit, or remove them. However, on the Anesthetic Sheet, we have granted this role additional permissions to be able to manage the anesthesia documentation. 

Adjusting your user permission settings can be done from your admin SmartFlow web account > go to Settings > Users, make the appropriate changes to the user Role and click Save:

NOTE: You will need Level 6 (Manager) permission in order to make these changes.

Once the Role changed, please make sure that the SFS Account is activated. For this click Activate button > Activate Account in the pop-up window > and Save:  

HERE is a useful video which demonstrates how to change user permissions.

Please note that the attached video is an illustration and is subject to change as our product evolves!

We hope you found this information useful!