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Staff User Roles and Permissions

There are two types of Users in Medchart: Admin Users and Regular Users. We recommend that Partners, Lawyers, and Office Administrators are registered as Admin Users.  

Below outlines what privileges each user type has:

Admin User CapabilitiesRegular User Capabilities
Download/Upload Authorization FormsDownload/Upload Authorization Forms
Create ClientsCreate Clients
Request RecordsRequest Records
Approve/Reject HIC Invoices for Their Own RequestsApprove/Reject HIC Invoices for Their Own Requests
Download All RecordsDownload All Records
Cancel RequestsCancel Requests
Set Auto-Approval Limits for HIC Invoices
Set Admin-Approval Requirements for Invoices
Approve/Reject HIC Invoices for Other Users' Requests

Edit Organization Information (firm name, logo, billing contact, etc.)
Add Credits to Account
See Account Balance and Invoice
Add Staff Users
Create Staff Groups

If you are an Admin User and wish to check the user type of a colleague, please follow these steps:

1. Click Staff Users.

2. Click the Details button.

3. Check the "Assign this user administrative privileges" bar to see if they are an Admin User. 

If you need to give someone administrative privileges, follow the above steps and continue with the below:

1. Click the pencil button.

2. Change the "Assign this user administrative privileges" setting to Yes. 

3. Click Save. 

Congratulations! You now know how to see and edit staff user roles and permissions!

If you have questions or feedback, please feel free to reach out to us at support@medchart.ca.  

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