Security Groups

There are five standard security groups. A user must belong to one of these groups.

  • Administrator - An administrator is able to create and modify all record types, with the exception of the restricted access record types.   Furthermore, by default only administrators have access to view and create session approvals.

  • BCBA - A Board Certified Behavior Analyst (BCBA) will be able create and modify all record types with the exception of the restricted access record types and the additional ones listed below.

    • Appointment Types – Read only access.
    • Assigned Therapist – Read only access.
    • Contracts – Read only access.
    • Expense Categories – Read only access.
    • Funding Sources – Read only access.
    • Procedure Codes – Read only access.
    • Staff Members – Read only access to all staff members, limited to just the name and billing provider indicator fields.  Cannot view any other staff member information.
    • Student Locations – Read only access.
    • Time Categories – Read only access.

  • Office Staff - This group should be used for the staff in your practice that are not a BCBA or a Therapist, but are also not an administrator.  They will be able create and modify all record types with the exception of the restricted access record types and the additional ones listed below.

    • Appointment Types – Read only access.
    • Assigned Therapist – Read only access.
    • Contracts – Read only access.
    • Expense Categories – Read only access.
    • Funding Sources – Read only access.
    • Procedure Codes – Read only access.
    • Staff Members – Read only access to all staff members, limited to just the name and billing provider indicator fields.  Cannot view any other staff member information.
    • Student Locations – Read only access.
    • Time Categories – Read only access.

  • Therapist - The therapist group is used for all therapists, including front line and senior therapists. They will be able create and modify all record types with the exception of the restricted access record types and the additional ones listed below.
    • Allowable Procedures – Read only access.
    • Appointment Types – Read only access.
    • Assigned Therapist – Read only access.
    • Associated People – Read only access.
    • Authorizations – Read only access.
    • Calendar – Can only view “my schedule” which are appointments that the user is assigned to.  No access to schedule views.  Note that this only affects the calendar, it does not prevent users from viewing appointments via a student or the appointments list (record level security is required for this).
    • Contracts – Read only access.
    • Expense Categories – Read only access.
    • Funding Sources – Read only access.
    • Procedure Codes – Read only access.
    • Staff Members – Read only access to all staff members, limited to just the name and billing provider indicator fields.  Cannot view any other staff member information.
    • Student Locations – Read only access.
    • Time Categories – Read only access.

  • Basic User – This user is given read access to all sections in the application.  However, they will not be able to create or modify any record types unless they are given permission to do so (excluding the restricted record types).  If this security group is selected for a given user, please let us know if they should be allowed to create/modify any of the below record types.
    • Appointments
    • Appointment Types
    • Assigned Therapist
    • Associated People
    • Authorizations
    • Calendar – Can only view “my schedule” which are appointments that the user is assigned to.  No access to schedule views.  Note that this only affects the calendar, it does not prevent users from viewing appointments via a student or the appointments list (record level security is required for this).
    • Contracts
    • Diagnoses
    • Expense Categories
    • Expense Tracking
    • Funding Sources
    • Sessions
    • Staff Members – Read only access to all staff members, limited to just the name and billing provider indicator fields.  Cannot view any other staff member information.
    • Students
    • Student Locations
    • Time Categories
    • Time Tracking