You can choose to restrict who can view each document in Radar Healthcare by setting different permissions. To do this, navigate to the document you wish to set permissions on and click into the document.
From the top right of the document screen, select the three dot menu icon and click Set file permissions
You are now taken to the Edit document screen and have the options to set/edit the document permissions.
Leaving the permissions drop downs blank will mean the document permissions will default to the master permission set in Access Control (please view the relevant access control permissions guide here).
Alternatively, you can set specific permissions for the document, to limit who can see and manage it.
Setting View Permissions
The top most option on this screen allows you to set who can view the document.
Select the relevant Role from the drop down. If the role you have selected is a Location or Region role, you can further define who can see the document by selecting the Location/Region that can view the folder. E.g. in the below example, only users with the Customer Support role who are based at Service 1 will be able to see the document.
Once you have selected the Role and Location/Region (if applicable), click Add view role to save the permissions.
The permission will now display as per the below example.:
Repeat this as required until you have set the correct permissions for who is able to view the document.
Remember, if you wish for all your users to be able to see the document, leave the drop down blank (as it defaults upon first reaching the screen) and the master access control permissions will be applied).
Setting Manage Permissions
Next, you can set who has access to manage the document.
As with the view rule, if you leave this drop down blank, your permissions will revert to the master access control permissions (please view the access control permissions guide here).
If you wish to limit who has access to manage the document, select the Roles you wish to grant access to from the drop down. In the example below, any roles that have an Organisation wide scope will be able to manage the documents.
Remember to click Add manage rule to save the permissions. The saved permission will now be displayed.
Continue to add additional permissions if required.
Once your permissions have been set, click Complete at the bottom of the page.
To note, any user with the "Admin User" document permission set in Access Control will always be able to view and manage all documents. This permission overrides any permissions set in the document itself (please view the access control permissions guide here).