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👥 Staff Account Management

This section provides guidelines on creating roles, assigning staff to branches, managing staff access, and onboarding new team members in RxKonet.

🔑 Role Management​

🛠️ Creating Staff Roles​

Define specific roles for your pharmacy staff, such as pharmacists, technicians, and assistants, each with different permissions.

1️⃣ Navigate to Staff Management

  • Click on Staff Management from the sidebar menu.
  • Select "Create Role."

2️⃣ Enter Role Details

  • Set a name for the role (e.g., Branch Manager).
  • Select branches where this role applies.

3️⃣ Assign Permissions

  • Choose access levels based on role responsibilities:
    • Managing users, patients, encounters, and medications.
    • Creating, updating, or deleting records.
    • Assigning and revoking roles.
    • Importing/exporting data.
  • Use "Select All" for full permissions or customize individual access.

4️⃣ Set Global Role (Optional)

  • Enable "Make this role global" if the role applies across all branches.

5️⃣ Save the Role

  • Click "Add Role" to complete the setup.

🔄 Updating Staff Roles​

Modify permissions, branch access, and global status as staff responsibilities change.

1️⃣ Navigate to Staff Management

  • Click on Staff Management from the sidebar menu.
  • Select "Update Staff Role."

2️⃣ Select a Staff Member

  • Choose the staff member whose role needs updating.

3️⃣ Assign a New Role

  • Select the new role from the list.
  • Enable Global if applicable.

4️⃣ Save Changes

  • Click "Update Role" to apply the changes.

🏢 Staff Assignment​

➕ Adding Staff to a Branch​

Assign staff members to one or more branches to limit access to relevant locations and patient records.

1️⃣ Navigate to Staff Management

  • Click on Staff Management from the sidebar menu.
  • Select "Add Staff to a Branch."

2️⃣ Assign Staff to a Branch

  • Select the staff member to assign.
  • Choose the branch(es) where the staff will be assigned.
  • Select the appropriate role.
  • Enable Global if the staff should have access across all branches.

3️⃣ Confirm and Apply Changes

  • Click "Add to Branch" to finalize the assignment.

❌ Removing Staff from a Branch​

Revoke branch access when a staff member transfers, resigns, or no longer needs access.

1️⃣ Navigate to Staff Management

  • Click on Staff Management from the sidebar menu.
  • Select "Remove Staff from a Branch."

2️⃣ Select a Staff Member

  • Choose the staff member to remove.
  • Select the branch from which they should be removed.

3️⃣ Confirm and Apply Changes

  • Click "Remove" to finalize the action.

📩 Staff Onboarding​

✉️ Inviting New Staff​

Invite new staff members to join your pharmacy by sending an email invitation.

1️⃣ Navigate to Staff Management

  • Click on Staff Management from the sidebar menu.
  • Select "Invite Staff."

2️⃣ Enter the Staff Member’s Email

  • Input the email address of the new staff member.

3️⃣ Assign Branch and Role

  • Select the branch(es) where the staff member will be assigned.
  • Choose a role that determines their permissions.
  • Enable Global if the staff should have full system-wide access.

4️⃣ Send the Invitation

  • Click "Send Invite" to email the invitation.
  • The staff member will receive an email with a link to join the organization.

🔐 Managing Existing Staff​

Ensure staff members have appropriate access by modifying their roles, branch assignments, or permissions.

✅ Updating Access​

  • Modify role assignments.
  • Change branch access.
  • Adjust permissions.

❌ Removing Access​

  • Revoke branch access.
  • Deactivate accounts.
  • Reset permissions.

🛠️ Best Practices​

🔎 Reviewing Staff Permissions​

Regularly review staff roles and permissions to maintain security and compliance. Quarterly reviews ensure that access is correctly assigned and only authorized users can view and modify sensitive data.

🔍 Best Practice

Review staff permissions quarterly to ensure access levels are correctly assigned.