Simplexam User Roles and Configuration.

For teams large or small, we have found that it is very common to assign types of work to individuals, departments, or groups of team members with similar job functions. By default, Simplexam provides 3 user roles for a simplified delegation of permissions and capabilities while working in Simplexam; Manager, Staff, and Biller. The Manager role provides the ability to see and do everything in Simplexam, outside of management of the Simplexam account settings. The Staff role has limitations in place to keep them out of examiner settings and billing. Finally, the Billing role is available to assign users to see and complete tasks related to billing. These roles are intended to be a starting point for an organization to use Simplexam. However, custom role configurations may also be created to help further streamline a user's view of the work to be done in Simplexam. Let's learn more about assigning and setting up user roles.

Default User Roles

1. Manager
   • Assign this role to a user that you want to have full access to your Simplexam data.
   • Users in this role may not update Simplexam account settings.
   • Users in this role may add new users and manage existing users and examiners.
2. Staff
   • Assign this role to a user that should have limited access to data and workflows in Simplexam.
   • Users in this role do not have access to Simplexam account settings or adding users.
   • Staff role users may not see or update examiners and their settings.
   • Users in the Staff role also do not have access to the Billing section of an appointment / billable item.
3. Biller
   • Assign this role to a user similar to a Staff role user however, with access to the billing section.
   • All other limitations of the staff role apply to the Biller role.

Other Important Default Roles

Before we get into adding and configuring custom roles, it is important to note the 2 other important Simplexam Roles that are set by default, but can not be assigned to users in the same way as a custom role or the standard roles listed above.

1. Subscriber Role, which is automatically assigned to the user that started the Simplexam account. This role has the ability to update account settings, including billing credit card, mailing address, etc. A Subscriber user may also be an Examiner and switch between views as needed. 

2. Examiner Role, which is automatically assigned to any Examiner that has login capabilities turned on in Simplexam on the Examiners tab. The examiner role can only be assigned to a listed Examiner. The Examiner role view is not customizable, though it is intended that it has a streamlined view of everything an Examiner would need to see in Simplexam. 

Custom User Roles and Configuration

For some organizations, more customized and defined user roles are required to separate job functions and create a streamlined experience of users to complete their work. Let's dive into Role Configuration. 

1. Click Users on the left side bar.
2. Next, click on the Role Configuration tab. Notice the 3 default roles are listed and the Edit and Delete buttons are disabled. Only custom roles may be edited or deleted. (See Figure 1 in the Screenshots section below.)
3. At the bottom click the Create New Role button. 
4. Provide a Role Name and description of the new role on the Add Role popup screen. (See Figure 2 in the Screenshots section below.) 
5. System Settings: Select the general areas of Simplexam that users assigned to this role would have access to. 
   • Examiner Availability: The Examiner Scheduling Area of Simplexam
   • Billing Page: The Billing section of an appointment / billable item.
   • Subscriber Settings: The area for managing the settings of the Simplexam Account.
   • Users: The ability to view, add, and edit users and examiners
6. Assigned Modules: Currently the modules listed are only relative to the Billing Tasks area of Simplexam. However, more areas will be added in the future.
7. Click Save and your new Role will be available to assign to users. 
8. Assign a User Role: on the Active Users tab, click on a user to enter the edit user screen. Find the 'Select a Role field and select from the list of default and custom roles. Once assigned to a role, the user will only have access to the areas included in the custom role configuration. (See the custom role 'Jr. Biller' selected in Figure 3 in the Screenshots section below.)
9. Edit Role Configuration: At any time you may update the permissions for a custom role. Just go to Users > Role Configuration Tab and click the Edit button. (See the edit screen for the custom role 'Jr. Biller' selected in Figure 4 in the Screenshots section below.)

Examiner Assignment Screenshots - Click to Expand

1. Role Configuration Tab	2. Add New Role	3. Assign User Role
4. Edit Role Configuration