Notenetic includes four system roles: Super Admin, Administrator, QA Manager, and User/Clinician. Each role has its own access settings that determine what staff can view or manage. Below is an overview of each permission area and what it is used for.
Role Overview
Super Admin
Has full access by default and can manage all settings.Administrator
Supports clinic operations, staff management, and documentation oversight.QA Manager
Focuses on reviewing and ensuring documentation accuracy.User/Clinician
Standard role for staff who provide services and create documentation.
Staff Permissions Breakdown
Staff Settings
Below are the available staff-related permissions and what they allow:
Add Staff
Allows the user to add new staff profiles.
Example: HR onboarding new employees.Deactivate/Reactivate Staff
Allows activating or deactivating staff accounts.Edit Demographics
Allows editing one’s own or others' contact information.Edit Staff Profile
Allows editing profiles of staff with equal or lower access.Manage Certifications
Allows adding/updating staff certifications.Manage Staff Caseload
Allows assigning or updating staff caseloads.Manage Staff Files
Allows adding and managing files within staff profiles.Manage Staff Services
Allows assigning or removing services for staff.Manage Staff Settings
Allows adjusting settings such as:Can Seal Documents
Can Review Documents
Notification Preferences
Can See All Clients if No Caseload Assigned
Days Allowed in Past to Create Documents
Manage Staff Sites
Allows assigning clinic sites to staff.Manage Staff Team
Allows managing team assignments.Manage Staff Template
Allows the role to manage staff template settings, including deactivating templates.View Staff Profile
Allows viewing other staff profiles depending on role.
Client Permissions
Add Clients
Allows creating client profiles.Discharge/Reactivate Client
Allows changing client status.Edit Client Profile
Allows updating demographics and clinical information.Manage Client Files
Allows adding files to the client profile.Manage Client Services
Allows updating services assigned to a client.Manage Contact Notes
Allows viewing and adding contact notes.Manage Treatment Plan
Allows creating and editing treatment plans.Update Client Compliance
Allows managing compliance items for clients.
Calendar Permissions
View Events of Other Staff
Allows staff to view calendar events of other staff only when they share the same client/caseload.Can View All Events (Beyond Caseload)
Allows staff to view all client events, regardless of caseload assignment.Manage Calendar Settings
Provides access to update or modify calendar configuration settings for the clinic.Manage Events for Other Staff
Allows creating, editing, or deleting calendar events for other staff members.Manage Your Own Events
Allows creating, editing, or deleting your own calendar events.
Document Permissions
- Allow Document Printing
Allows staff with this role to generate PDFs and print documents directly from the system Can Edit My Own Documents
Allows editing documents until locked.Can Edit Other Staff Documents
Allows editing others’ documents if unlocked.Can Lock/Unlock My Own Documents
Allows sealing/unsealing one’s own documentation.Can Lock/Unlock Other Staff Documents
Allows managing the lock status of others’ documents.Can See Other Staff Documents
Allows viewing submitted documents across staff.Trash/Un-trash Document
Allows trashing and restoring documents.View History
Allows viewing document history/audit log.
Miscellaneous Permissions
Manage Authorization
Allows managing client authorizations.Manage Client Compliance
Allows updating compliance items.Manage Default Goals
Allows staff to create, update, and manage the clinic’s system-wide default goals.Show Clinic Files
Allows adding clinic-wide files.
Notes
Permissions can be customized per role.
Staff can only modify settings for users with equal or lesser access.
Super Admin always has access to all permissions.
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