If you are managing (a group of) users that require access to a small part of Animana, you can use the role management functionality to create roles with the necessary permissions. These roles can then be linked to specific users. This article will explain how to create user roles with specific permissions.
Step-by-step instructions
- Go to
> General Settings > Role Management. - Here you will find an overview of the roles created on your account. At the top of each column in the list, the name of the role will be displayed. Each row specifies the name of the permission. The green and red locks indicate whether a role can perform the permission; a green padlock shows permission to access and change this area, a red and closed padlock shows that this permission is locked for this role. To toggle between the two permissions, simply click the padlock icon.
- Click Add User Role at the top of the page.
- A pop-up will appear. Enter the name you want to give this role and click Save.
- The role will be added to the list as a new column and will have all permissions by default (all padlocks are green). To disable access to a functionality, click the lock to make them red for this role. Changes will be saved immediately.
You can now assign this role to a user via the menu User Management.
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Detailed information about the permissions
Each row represents an area of the Animana system for which you can control access permissions. A green and open padlock represents that the role has permission to access and change this area, a red and closed padlock shows that the role does not have permission in this area. To toggle between the two permissions, simply click the padlock icon.
| Name of permission | Description |
|---|---|
| Full access | The ability to access all administration settings such as user management and creation. Be careful: this permission automatically gives access to all other permissions, even when they have a red and closed padlock for a role. |
| Delete client/patient data | The ability to modify entries in client and patient records and permission to delete client and patient records. Once a client has invoices or patients added to them they cannot be deleted, not even if you have full access to the system. |
| Edit invoice/payment | Permission to edit payments. You can edit the payment details of an invoice on the day of the payment only. If you have this permission you can edit previous payments as well. |
| Delete payment | Permission to delete payments. Only if permission is granted, you can delete payments. |
| Add sale items/invoices | The ability to register sales and create invoices. Note: excludes the ability to adjust prices, surcharge or to provide discounts. |
| Adjust price/surcharge/discount sale items | The ability to register sales and create invoices, including the ability to adjust prices, surcharge and provide discounts. |
| Override product invoice text of sale items | The ability to customise a product's default invoice text at the time of adding the product. |
| Mailing | Permission to create and send mailings. |
| Standard texts (letter, email, label) | Permission to add, edit and delete standard texts for e-mails, letters and labels. |
| Reminders | Permission to manage reminders. |
| Reports | Permission to see reports. Give permission to whoever is managing your stock. Note: this will also give them permission to view some of the financial reports. |
| Products | Permission to manage product info and price. |
| Stock | Permission to manage stock. |
| Full access to financial | Ability to enter financial information and access balance and profit/loss account. |
| Financial – debtors | Permission to see and manage debtors. |
| Financial – entry invoices | Permission for entry of purchase invoices. |
| Financial – entry cash/bank | Permission for entry of cash/bank transactions. |
| Financial – monthly accounts | Manage the access to the monthly accounting. |
| Financial - Day overview list | Permission to view day overview list. |
| Financial - Day overview | Permission to create and see day overviews. |
| Financial - Day overview / book receipt/withdrawal | Permission to book a cash withdrawal. |
| Financial - Day overview / book receipt | Permission to book a receipt. |
| Appointments | This permission gives access to view all appointments and schedules. |
| Delete appointment | Right to delete appointments. |
| Scheduling | Permission to manage employee scheduling. |
| Custom protocols | Permission to add, edit and delete custom protocols. |
Assigning a role to a user
A role can be added to a user by going to 
> General Settings > User Management and clicking on the appropriate user. Once the user details appear, you can select the role in the drop-down menu for “role” on the right-hand side. Make sure to click Save once you have assigned the role.