Creating Roles

Created by Mark Andersen-Nissen, Modified on Mon, 30 Jun at 5:04 PM by Jen Sommers

Practice Intel: 

Creating Roles


The platform gives you the ability to have granular control over who can access which parts of your data. Roles provide a robust security feature that empowers you to define distinct levels of access for various groups of users. With roles, you can assign specific permissions, privileges, and restrictions to different user groups based on their responsibilities, job functions, or organizational hierarchy. By customizing roles, you maintain control over the actions and data accessible to each user, ensuring a granular and secure access management system within your application. This feature enhances data protection, minimizes the risk of unauthorized access, and promotes a structured approach to user permissions and privileges.


Setting Up Roles

In order to set up Roles you must first navigate to the Admin panel. You can find the link to this at the bottom of the left-hand navigation bar. Click “Admin”:



From the next window, click on your organization’s name.

From here you will have access to all the tools in the Organization panel:


Creating a Role

Select “Roles” from the Organization panel:



From here you can see/edit existing roles and create new ones. By default, there are three roles created for you in the platform:

  • org_admin

  • senior_leadership

  • individual_provider


All of the above roles have identical access to all of your organization’s data within the platform. However, only the “org_admin” role has the permission enabled which allows for access to the “Admin” page and the creation of new platform users.


To create a role, click on “Create”:



This will take you to the role creation page:

After naming the role, you can optionally select the role scopes. Customers, Clinics, and Practice Intel Providers only affects Practice Intel clinical data, where as the User dropdown menu affects Practice Intel user data (e.g.: usage metrics and admin control). This feature enables you to choose the customers, clinics, and providers that a role can access, but only if the “Access Other Providers’ Data” permission is enabled. Users without the “Access Other Providers’ Data” permission will only be able to access their own data. It is important to note, that if a user has the role of "Superuser", they will be able to see all data, regardless of which scopes have been selected.



Your sidekick-only users will not need access to scopes, as they only govern access to data within the Practice Intel platform.  Once you have completed your selections, the Confirmation section will display a comprehensive list for your review.  If you choose to change the access for a specific provider, this can be changed in the future.


Note: As the description mentions, the highest scope will take precedence.  If you want to just select certain providers, leave the Customer and Clinic option at 0 and only select the Provider(s) you want to display.


In the permissions section, you have the flexibility to determine the level of access the user role should have, including the ability to enable or disable advanced features. For instance, when creating a role for administrators, you may choose to grant them access to the Admin screens, while clinic managers may require access to CPT Insights and Coding Efficiency, among other specific functionalities. Different organizations will have access to different permissions; your list of permissions may not exactly match the image above. To learn more about specific permissions please see this support document: Defining Permissions in the Platform


Note: permissions are additive across roles. If a user is assigned one role with the “Can Access Self-Serve Admin” permission, and another role with the “Can Access CPT Insights Page” role, that user will be granted both permissions.


Editing a Role

Once a role has been created you can return to the Roles page at any time to edit it. Once here, click on the ellipses and click “Edit”:

From here you can then change the role permissions, see which other users are assigned to that role, add more users to the role, and even access user specific details by clicking on the ellipses.





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