User Permissions

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Table of Contents

Permissions Overview Accessing Permissions Permission Definitions

Permissions allow you to be prescriptive about what Staff and Manager users can view and edit in Artera. Permissions can only be set by Enterprise users.

Permissions Overview

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Accessing Permissions

Open Settings in the bottom-left corner of the navigation bar:
Navigate to Enterprise Settings > Permissions:
For each Module, set the Minimum Access Required:
1. Example 1: if you set the Add Patients module to Staff, then Staff, Manager, and Enterprise Users can add patients
2. Example 2: If you set the Users module to Enterprise, only Enterprise Users can add Users

Permission Definitions

Note: These permissions are all for Practice-level access:

Module	Definition
Add Patients	Determine who can add Unverified Patients directly in the Artera Practice from the Collaborative Inbox.
Events	Set who can edit and disable Events in the Practice.
Resources	Set who can edit and disable Resources in the Practice.
Quick Responses	Determine who can create, edit, and delete Practice Quick Responses.
Users	Determine who can create and edit Staff and Manager Users.
User Groups	Determine who can create, edit, and disable User Groups in the Practice.
Lines	Determine who create, edit, set line hours, and holiday line hours for Lines in the Practice.
Forms	Set who can view Forms in the Practice.
Automations	Determine who can create, edit, and start/pause Practice Automations.
Campaigns	Determine who can create, edit, and start/pause Practice Campaigns.
Analytics	Determine who can view Insights. NOTE: Enterprise Users will always have access to Insights. This permission is tied to who can access Practice Insights.
Practice Settings	Set who can edit Practice Settings.
Holiday Hours	Determine who can create Practice Holiday Hours.
Staff Safety Controls	Establish who can hide inbound messages and images (Enterprise or Manager only)

module user restriction