Role Permissions – Medbridge Help Center

You can assign different roles to different members of your organization to give them different permissions. This article describes what users with each role - Org Admin, Admin, Manager, or KT Admin - is able to do.

Roles can assigned to a user from their profile page. You can also use User Groups to automatically assign roles.

Organization Management

	Org Admin¹	Admin¹	Manager	KT Admin
View All Users and User Profiles	Yes	Yes	Yes	Yes
Add, Edit, Remove Users	Yes	Yes	No	No
Assign and Remove Subscription	Yes	No	No	No
Assign and Remove Roles	Yes	Yes	No	No
Purchase Subscriptions	Yes	Yes	No	No
Change User Location	Yes	Yes	No	No
View Hierarchy	Yes	Yes	Yes	Yes
Resend Welcome Emails	Yes	Yes	Yes	Yes
Utilization Analytics	Yes	Yes	Yes	No
View and Share Any User's Templates²	Yes	No	No	No

1 - An Org Admin is a user with the role of Admin at the Practice level (i.e. the top of your organization hierarchy). An Admin is a user with the role of Admin at the Clinic or Region level. Learn more about assigning roles to your staff.

2 - This feature is not available if your organization has disabled template sharing. Template sharing can be enabled or disabled by reaching out to Admin Support.

Knowledge Tracks

	Org Admin¹	Admin¹	Manager	KT Admin
View All Tracks	Yes	Yes	No	Yes
View Tracks Assigned to Employees	Yes	Yes	Yes	Yes
View (and Download) Track Reporting	Yes	Yes	Yes	Yes
Create, Edit, Delete Tracks	Yes	Yes	No	Yes
Assign Tracks (Manual)	Yes	Yes	No	Yes
Create and Edit Automatic Assignments	Yes	Yes	No	Yes
Create and Edit Automatic Notifications	Yes	Yes	No	Yes
Send Manual Notifications	Yes	Yes	Yes	Yes
Duplicate Tracks	Yes	Yes	No	Yes
Publish Knowledge Track	Yes	Yes	No	Yes
Cross-track Reporting	Yes	Yes	Yes	Yes

Custom Fields and User Groups

	Org Admin¹	Admin¹	Manager	KT Admin
Create, Edit, and Remove Custom Fields	Yes	No	No	No
Update Employee Custom Field Data	Yes	No	No	No
Filter by Custom Field (People, KT Dash, KT Assign)	Yes	Yes	Yes	Yes
Create, Edit, and Remove User Groups	Yes	No	No	No
Filter by User Group (People, KT Dash, KT Assign)	Yes	Yes	Yes	Yes

Skills

	Org Admin¹	Admin¹	Manager	KT Admin	Preceptor¹
Access Skills in Education Management²	Yes	Yes	View only	Yes	No (uses Preceptor dashboard)
Create Skills programs and checklists	Yes	Yes	No	Yes	No
Assign Students to programs	Yes	Yes	No	Yes	No
Assign Preceptors to programs	Yes	Yes	No	Yes	No
Add Collaborators and configure Notifications	Yes	Yes	No	Yes	No
View Outcomes page	Yes	Yes	View only	Yes	No
View and Edit Existing Skills Program within Builder	Yes	Yes	View only	Yes	No
View and sign off on skills on individual review page	Yes	Yes	View only	Yes	Yes
Download student transcripts	Yes	Yes	Yes	Yes	Yes

1 - An Org Admin is a user with the role of Admin at the Practice level (i.e. the top of your organization hierarchy). An Admin is a user with the role of Admin at the Clinic or Region level. Other roles, including Managers and Preceptors, have visibility limited by their assigned level (a user who is a Preceptor at a Clinic level can only see Skills programs for that Clinic). Learn more about assigning roles to your staff, or specifically learn more about the Preceptor role.

2 - Admins and KT Admins have full access to create, assign, monitor, and review Skills in Education Management. Managers have view-only access from Education Management. Preceptors do not have access to Education management and work from the preceptor workflow on their dashboard to evaluate and sign off.

Organization Management

Knowledge Tracks

Custom Fields and User Groups

Skills

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