Permission Matrix

	Clinical Directors	Behavior Analyst	Behavior Analyst, Team Restricted	Therapist Admin, Team Restricted	Therapist Admin	Therapist Plus Programming	Therapist
Full Access to all components of Portia	Y	X	X	X	X	X	X
Clinic Settings and Defaults	Y	X	X	X	X	X	X
Clinic Documents	Y	Y	Y	Y	Y	Y	X
Insurance Billing	Y	X	X	X	X	X	X
Learners (Programs, Team Members, Reports, etc,)		Can see all Learners	Can see only Learners whose Team they are on	Can see only Learners whose Team they are on	Can see all Learners	Can see only Learners whose Team they are on	Can view Program only
		Cannot add new Learners	Cannot add new Learners	Cannot add new Learners	Cannot add new Learners	Cannot add new Learners
	Y	Can see Reports and Documents	Can see Reports and Documents	Can see Reports and Documents	Can see Reports and Documents	Can see Reports and Documents
				Can see Learner Programs but cannot edit	Can add and edit Learner Targets (not Tasks)	Can create and edit Learner Program (Tasks and Targets)
		Can edit Therapist Level only on each Learner's Team			Can edit Therapist Level only on each Learner's Team
Can create, edit and remove team members	Y	Y	X	X	X	X	X
		View all Team Members	View only Team Members whose Teams they are on	No access to Team Members	No access to Team Members		Unique Role - very limited access
							Cannot schedule by default
Curriculums	Y	Can create and edit Learner Programs	Can create and edit Learner Programs	No access to Curriculum	No access to Curriculums Cannot alter Learner Tasks	No access to Curriculums	No access to Curriculums

Audit Repors	Y	X *	X *	X	X	X
Master Scheduler	Y	X *	X *	X *	X *	X *
Session Editing	Y	X *	X *
Forms	Y	Y	Y	Y	Y
	Can create and edit Form Templates (Notea)
Custom Reports	Y	Y	X	X	X	X	X
	Can create and edit Custom Report Templates
Can delete sessions	Y	Y	Y	X	X	X	X

* Clinical Directors can grant User access to Master Schedule and Session Editing Tools via User Configurations (Settings)	User Configurations	User Configurations	User Configurations	User Configurations	User Configurations	User Configurations
	* With Clinic Director permission, can allow Behavior Analyst to view Audits	* With Clinic Director permission, can allow Behavior Analyst to view Audits				* With Clinic Director permission, can allow Therapists to Schedule their own Sessions via PortiaPro Mobile App
	* With Clinic Director permission, can allow Behavior Analysts to Backdate and edit sessions	* With Clinic Director permission, can allow Behavior Analysts to Backdate and edit sessions				* With Clinic Director permission, can view Learner's Schedule
				* With Clinic Director permission, can allow Therapist admin to change Learner status (Active, Inactive, Pending, Deleted)		* With Clinic Director permission, can schedule on PortiaPro mobile app
	Team Profile - Scheduler Toggle	Team Profile - Scheduler Toggle	Team Profile - Scheduler Toggle	Team Profile - Scheduler Toggle	Team Profile - Scheduler Toggle
	* With Clinic Director permission, can access Master Schedule	* With Clinic Director permission, can access Master Schedule	* With Clinic Director permission, can access Master Schedule	* With Clinic Director permission, can access Master Schedule	* With Clinic Director permission, can access Master Schedule

	FOR INSURANCE BILLING CLIENTS ONLY
	Billing Coordinator	Clinical Administrator
Settings	Insurance Billing only	X
Clinic Settings	Y	X
Insurance Companies,	Y	X
Service Rates	Y	X
Types of Service	Y	X


Master Schedule	Y	X Clinical Director can turn this on

Learner
Overview	Y	Y
Profile	limited	limited
Learner's Team	X	X
Sessions	Y	Y
Notes	Y	Y
Forms	Y	Y
Documents	Y
Insurance	Y
		limited
Team
Profile	Y	Y
Billing Profile	X	Y
Team Member	Y	Y
Sessions	Y	Y
Documents	X	Y
Notes and Forms	Y	Y
		Can make Team Members (in)active

		Team Profile - Scheduler Toggle
		* With Clinic Director permission, can access Master Schedule

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Permission Matrix

Permission Matrix

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