In User Administration when setting up new users or editing existing users, admin users may see up to three different access or permission areas. We are going to break them down for you!
Permission Groups
Permission Groups are bundled sets of permissions.
Think of a Permission Group as a shortcut. Instead of selecting many separate permissions one by one, an admin can select a group that already contains a predefined set of access rights.
Use Permission Groups when a user needs a standard access package, such as a common billing, CSR, reporting, or manager access setup.
Example: A “CSR” permission group might include several permissions needed for patient account support.
Individual Permissions
Individual Permissions are single, specific access rights.
These are used when a staff user needs one specific permission added or removed outside of their Permission Group setup.
Use Individual Permissions when a user needs a more customized access setup.
Example: A user may already have a standard Permission Group, but also needs one additional permission for a specific task.
Access Groups
Access Groups control which institutions, billing entities, or organizational areas the user can access.
This is different from what the user can do. Access Groups control where they can do it.
Use Access Groups when your organization has multiple locations, departments, billing entities, or child institutions and the user should only access certain areas.
Example: A user may have permissions to view accounts, but their Access Groups determine whether they can view accounts for one location, several locations, or all assigned locations.
Simple Difference
- Permission Groups = bundled access rights.
- Individual Permissions = specific one-by-one access rights.
- Access Groups = which areas, institutions, or billing entities the user can access.
Simply put, Permission Groups and Individual Permissions decide what the user can do. Access Groups decide where the user can do it.