How do I create custom organizational roles and access tiers?
Build tailored role tiers beyond standard Admin/Manager (e.g., "Shift Coordinator", "Credentialing Specialist") with custom permission sets.
In YourMedSoft, to create custom organizational roles and access tiers requires navigating to Administration & Roles in the portal, selecting the appropriate record or facility, and executing the validated workflow steps. The platform continuously validates clinical credentials, checks compliance matrices, and logs all actions to an immutable audit trail.
What You Need Before Starting
- Organization Admin permissions.
Clinical & Regulatory Compliance Standards
- Conforms to The Joint Commission (HCSS) clinical staffing standards.
- Maintains HIPAA-compliant data encryption and audit logging.
- Enforces state Board of Nursing licensure and clinical scope-of-practice rules.
Step-by-Step Instructions
Open Roles Tab in Settings
Navigate to Settings and click the "Roles" tab.
Roles and permissions management panel with access tier matrix.
Click Create Role
Click "+ Create Role" to start configuring a custom access level.
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Enter Role Name and Description
Type a clear title (e.g., "Billing Clerk" or "Clinical Recruiter") and a brief summary of what this role is responsible for.
Select Base Permission Level
Choose the access baseline: Staff Level (can view own shifts/timesheets) or Manager Level (can manage schedules, credentials, and staff).
Save Role
Click "Save Role". The new custom role immediately becomes assignable to team members in User Management.
Pro-Tips & Best Practices
- Built-in system roles (Organization Admin and Manager) are protected and cannot be deleted.
Troubleshooting & Operational Edge Cases
Issue: Assignment or Action Blocked
Operational Resolution: Verify that all prerequisites and credential requirements are satisfied before requesting an Admin override.
Issue: Notification or Alert Delay
Operational Resolution: Check the clinician profile contact details to ensure SMS and email alert preferences are enabled.
Frequently Asked Questions & Troubleshooting
Can I edit the permission level of a custom role later?
Yes. Click the edit pencil icon next to any custom role in the Roles management table.
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