Manage CS Contact Roles

Navigation

• Click your initials on the top right in the header

• Click "Admin" in the Dropdown

• Click "Roles" under Access

Roles

• Roles for CS Contact are defined in the CS Contact Admin Dashboard

• Users are granted roles to CS Contact in Team Access in CS Admin

• To assign a CS Contact role to a CareSuite user in your organization, please connect with your CareSuite organization Admin

Add New Roles

• Click the blue "+ New" button. Enter a Role Name, Description, check off desired Permissions, and Click Save

Manage Existing Roles

• Navigation

  • Use the "Previous Page" and "Next Page" options to scroll through the different pages of Roles

  • Use the "Filter" next to "Name" or "Description" to search, sort A-Z, or sort Z-A on the current page

• 2 Options when managing existing Roles

  • Edit

    • Change the name, description, or permissions of the existing Role

  • Delete

    • Remove the existing Role

    • This can only be completed if the Role is not in use

Available Permissions

• All Permissions

• Manage Roles

• Manage Service Needs

• Manage Tags

• Manage Service Gaps

• View Service Gaps

• Manage Service Provisions

• Manage Programs

• Manage Notifications

• Manage Contacts

• View Contacts

• Delete Contacts

• Manage Contact Sources

• View Agents

• Supervise All Contacts

• Manage Inquirer Served Options

• Manage Close Contact Checks

• Manage Contact Table Settings

• Manage Contact Mediums

• Manage Reminders

• Manage Opening Reasons