Counselling Roles

The Counselling module has specific access Roles that are specific to it. This area helps understand what those roles are and what level of access each role has to the different areas and functionality within the module.

Director

Directors have identical level of access as a Counsellor, the only difference is they can see all Confidential Notes/Transition Notes instead of just their own.

• Referrals

  • Create Referrals

  • Manage Referrals

    • Edit

    • Delete

    • Do an Action (Accept, Wait list, Deny)

    • Consent Obtained

• Logs

  • Create Logs

  • Manage Logs

    • View all logs

    • Edit

    • Delete

    • Update

    • See all Confidential and Transition Notes

• Dashboard

  • Access to all charts

Counsellor

• Referrals

  • Create Referrals

  • Manage Referrals

    • Edit

    • Delete

    • Do an Action (Accept, Wait list, Deny)

    • Consent Obtained

• Logs

  • Create Logs

  • Manage Logs

    • View all logs

    • Edit

    • Delete

    • Update

• Dashboard

  • Access to all charts

Admin

• Create referrals

• See read-only list of referrals

• Access to Dashboard

Teacher

• Create referrals

Managing Roles

Please refer to the Manage User Roles area for detailed steps on how to manage roles for the Counselling module.