Granting one user multiple roles
I recently assigned a user (not an admin) to multiple roles in the same app. That user has a management role as well as a test - front office role. I want the user to be able to view patients based on...
Forum Discussion
That worked. Thank you, Austin!
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AR
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AR
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Good morning,
That way definitely will work. However, I think that a better long term solution would be to utilize the test as other users or role feature. You will need to grant their role this ability. They will be able to flip between the different roles to see what others are/will see.
Hope this helps!
John
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John Crosland
Software Developer
Inglett & Stubbs
Mableton GA
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That way definitely will work. However, I think that a better long term solution would be to utilize the test as other users or role feature. You will need to grant their role this ability. They will be able to flip between the different roles to see what others are/will see.
Hope this helps!
John
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John Crosland
Software Developer
Inglett & Stubbs
Mableton GA
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- That's true, I was thinking more along the lines of a permanent thing. I have some users that actually have this same thing set up, because they need to save data in both forms. So they cannot test as the other user because data save is blocked. But I do see Angel said they only needed view access, which would work with test as user.
- Good afternoon,
You're correct that the test as user will block edits or additions. However, the test as role will not. In the past, this was able to be used as a way to increase your access level artificially. I believe that this loophole has been closed, and the user can no longer test as a higher role unless they are explicitly given that access level. The main issue that I run into with users in multiple roles is setting up the different Home Page Dashboards (instead of table forms) for them, because there are times when they will act inside of one role and other times that they will act inside of another role.
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John Crosland
Software Developer
Inglett & Stubbs
Mableton GA
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