Permission set summary for allied health

Lumary AH - This article provides a summary of the permission sets available in Lumary AH.

Permission sets complement profiles to expand the level of access provided to different groups of users. Lumary AH includes several permission sets. They cannot be customised, which ensures that they are included in relevant Lumary updates.

The tables in this article list:

• permission sets and their user type permission set group assignments, and
• permission sets best assigned to individual users

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Permission sets and their user type permission set group assignments

The following table provides a summary of the purpose and use of each permission set. It also includes the Permission Set Groups that the permissions are assigned to out-of-the-box.

All Lumary AH permission sets include a Lumary AH prefix, for example, Lumary AH - Assessment Management.

Permission Set	Purpose and use	Business Owner	Team Leader	Customer Service Officer	Clinician / Practitioner	Behaviour Support Practitioner	Finance Officer	System Administrator
AR Management	Generate invoices, take payments, debt collection.	✔	✔	✔			✔	✔
Assessment Management	Capture or review assessments of client health conditions, diagnoses or medications.	✔	✔		✔	✔		✔
Baseline	Access objects and fields required by all users.	✔	✔	✔	✔	✔	✔	✔
Behaviour Support Plan Management	Create and manage a client's behaviour support plan.	✔	✔		✔	✔		✔
Case Note Management	Create or view case notes.	✔	✔	✔	✔	✔		✔
Client Association Management	Capture details of the key people and providers in clients' lives.	✔	✔	✔	✔	✔	✔	✔
Clinician Interfaces	Enable therapists to access different types of views, for example, My Day View, Client List.	✔	✔		✔	✔		✔
Consent Management	Capture or view client consent to actions or activities, such as sharing information.	✔	✔		✔	✔		✔
Contact Management	Create and manage client, worker and other contact records.	✔	✔	✔	✔	✔	✔	✔
EFT Matching	Allows the uploading and matching process to be carried out of a Bank Statement.						✔	✔
Employee Association Management	Capture who the client's therapists are (the client's care team).	✔	✔	✔				✔
Goal Management	Create or view client goals.	✔	✔		✔	✔		✔
Health Management	Capture or review client health conditions, diagnoses or medications.	✔	✔		✔	✔		✔
Incident Capture and Management	Report, manage and monitor incidents.	✔	✔	✔	✔	✔	✔	✔
Process Management	Use and manage client and employee processes, such as onboarding.	✔	✔	✔	✔	✔	✔	✔
Referral Management	Manage referrals.	✔		✔	✔	✔		✔
Risk Management	Report, manage or view client-related risks.	✔	✔		✔	✔		✔
Service Agreement Management	Create and view client service agreements.	✔	✔	✔	✔	✔	✔	✔
Service Delivery Management	Create and view billable records.	✔	✔	✔	✔	✔	✔	✔
Session Management	Schedule and complete appointments.	✔	✔	✔	✔	✔		✔
Set Up	Set up and manage the system. This includes case note templates, process templates and cancellation rules.	✔						✔
Waitlist Management	Create, view and manage the waitlist.	✔	✔	✔				✔
Worker Management	Set up and manage workers and related details, such as accreditations and availability.	✔	✔					✔

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Individual permission sets

These individual permission sets are best assigned to individual users that should receive the granted permissions.

Find out how to assign permission sets to a user.

Permission Set	Purpose and use
Central Scheduler	Provides the user an easy way to change their time zone when creating appointments.
Enhanced Mobile Experience	Provides the user a mobile specific experience when using the Salesforce app on a mobile phone device.
Posted Invoice Manipulation	Allows a user to override invoice validation rules.
Zendesk Ticket Submitter	Lists users with this permission on the Lumary Help and Feedback page as a Help Centre user.

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