User roles and permissions

What is a user role in Shining3D account？

A user role is a collection of permissions to access Dental Cloud services that will be applicable to all the users who are assigned this role.

Types of roles

Institutions including clinic and Lab have four predefined roles that can be assigned to a user account: 

• Clinic admin
• Clinic member
• Lab admin
• Lab member

 The dental cloud will display a different menu based on the user role as shown below.

Permissions

User roles give administrators (admin role) the ability to control what members (member role) can do in the Dental Cloud. A Role is a collection of Permissions which is based on job functions such as administrators, dentist, designer and other staff. Permissions are assigned to Roles and Roles are assigned to Users.

Clinic admin and Clinic member
	Permissions
	Request a connection with a lab	Yes	No
	Delete a connection	Yes	No
	use a connection	All connections	All connections
	Create a new patient	Yes	Yes
	View, use and modify a patient's information	For all patient	only patient information created by this member
	Invite a user	Yes	No
	Accept an application	Yes	No
	Role Assignment	1.Assign an admin role to a member  2.Change an admin role into member role	No
	Delete a member(role)	Yes (Both admin and member role)	No
	Member list	All members	No
	View and download cases	All members	only cases created by this member
	Withdraw orders	All members	only cases created by this member

Clinic admin and Clinic member
	Permissions
	Accept an application	Yes	No
	Delete a connection	Yes	No
	use a connection	All connections	All connections
	Invite a user	Yes	No
	Accept an application	Yes	No
	Role Assignment	1.Assign an admin role to a member  2.Change an admin role into member role	No
	Delete n member(role)	Yes (Both admin and member role)	No
	Member list	All members	No
	View and download cases	Cases of all members	Cases of all members (Could be set by admin)
	Accept orders	Cases of all members	Cases of all members
	Data assessment	Yes	No (Could be set by admin )

How to change Permission Settings for Members

The admin account will be in charge of enabling permissions for members from the portal.

Once logged in, click on Institution on left hand side and Permission Settings from top tool bar.

Enable the desired permission for each member as needed.

How to add Administrators

To add new administrators for the account, click on the members tab on the left hand toolbar.

All members of the organization will be shown here.

Members are divided into Main Admin, Administrator, and Ordinary member,

Both Main Admin and Administrator will have full access to all permissions while Ordinary Members will have restricted access unless modified as shown previously.

The Main Admin can elevate other members to administrator with the button shown under actions.