User Roles Explained
Each user can hold only one role per company they're assigned to. That role determines what they can see and do in Patient Prism, as explained below. You can also find a summary of these permissions in the User Role section of the system.
Roles build on each other — each one includes the permissions of the roles below it, plus more.
Roles at a glance
| Role | Best for | Access |
| Standard User | Team members who need very limited access | The Dashboard and their assigned calls only |
| Location Lead | Someone responsible for following up on calls | All calls and reports for their assigned location(s) |
| Location Manager | Day-to-day location managers | Most features, plus user and call review management — sensitive settings stay restricted |
| Company Administrator | Account owners | Complete, unrestricted access to the system |
Standard User
Assign this role to users who should have very limited access to the system. Standard Users can only see the Dashboard and the calls assigned to them.
Location Lead
Assign this role to users who need access to all calls and reports for their assigned location(s). This is a good fit for someone responsible for following up on calls.
Location Manager
Assign this role to users who need access to most features while keeping sensitive settings restricted.
In addition to everything a Location Lead can do, Location Managers can:
- Users — Invite and edit all users for their location(s)
- Call reviews — Modify the reviews of calls Patient Prism has analyzed
Company Administrator
Assign this role to users who should have complete, unrestricted access to the system. Company Administrators can perform every end-user task.
In addition to everything a Location Manager can do, Company Administrators can:
- Users — Invite, edit, and remove all users for their company
- Triggers — Add, edit, and remove all triggers for their company
- Dictionaries — Create, edit, and remove Dictionaries and their Topics/Phrases for their company
- Phone numbers and Call Plans — Create, edit, and remove for their company
- Integrations — Use, edit, and remove integrations
- Business Schedule — Edit and assign
- Tags — Create, edit, remove, and assign