User Roles and Security

Accessing User Profiles

1. Admin > Security > Manage User.
   
   
2. Select your desired user profile.
   
   
3. Choose a security role, employee type, and edit any other details neccessary.
   
4. Use the notifications & settings to manage the employee areas, BI analytics groups, teams, and access to facilities.
   
5. Select Save Changes.
   
   

 

Kipu CRM Security Roles

Role Name	Description
Admin	Kipu Staff Only
Outside Party - Read & Upload Access Only	Read Access with ability to upload a document to a record.
External 3rd Party VOB Worker	Only VOB Access for 3rd Party Billing Providers
Admission Worker	Admissions Worker with access to Reports, Ability to Add Referral Sources but Not Marketing, no VOB
Marketing Only for 3rd Party Marketing Setup (With Reports)	Campaigns & Marketing Only w/campaign and marketing (With All Reports)
Auditor - Read Only	Read Only Access
Combined +	Combined Admissions & BD w/Admissions Packet generation access & Email List Management.
User Maintenance Only	User Maintenance Only
Combined (Admissions and B.D.)	Combined Role
Super User	Super User Access to Facility & User
Business Development	Referral Network & Campaign & Marketing Only, No Patient Interaction, No VOB, No Reporting
Limited Admissions Worker	Admissions worker with VOB and Reports. No Business Development Functions
Referral Source Management	Referral Network Only - No Patient, No VOB No Reporting
Referral Source Management Plus	Referral Network with Reports
Business Development Plus	Referral Source Campaigns and Marketing with Reports
VOB Worker	Completes VOB's
Restricted Admissions Worker	Admissions Worker w/Instant VOB, No Referral Source, No Marketing
Alumni/Aftercare Worker	Access to Patient Data Only and Patient activity report and task report
Analytics Only - All Reports	Analytics Only All Report Offerings

Important: If you are managed by a third-party biller, it is possible you will not see these roles available for your tenant. Contact support for more assistance.