Enhanced Role-Based Permission for Adding and Editing Task Types
Settings > Practice > Practice User > Search User > Select User > Permissions Tab > Clinical Section > Add/Edit Task Type
Settings > Practice > Role > Search/Add Role > Permissions Tab > Clinical Section > Add/Edit Task Type
What’s New
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A new Add/Edit Task Type permission is available in both User-Level and Role-Level permission settings.
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The permission applies globally to all task categories, including Clinical, Administrative, and Personal tasks.
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When the permission is enabled, users can add and edit task types across all modules.
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When the permission is disabled, Add/Edit options for task types are hidden and inaccessible.
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MDAdmin and Admin roles have this permission enabled by default during migration; PMS roles do not.
How It Works
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Administrators can assign the Add/Edit Task Type permission at either the user level or role level.
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When enabled, the user gains access to create and modify task types in any module.
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When disabled, the system restricts access and prevents changes to task type configuration.
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Permission changes apply system-wide and take effect immediately.
Benefits
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Strengthens administrative control by restricting task-type management to authorized users.
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Ensures data governance by preventing unintended configuration changes.
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Provides flexibility to assign permissions at both user and role levels.
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Guarantees consistent task configuration management across all modules.
