Hey, Pros!
This article will teach you what each role can do by default, and how to update roles.
If at any point you have questions, please reach out to our support team by email or by using the little blue circle with the white smiling message icon in the lower right corner of the app.
This article was updated on February 29, 2024. If you see any discrepancies or anything that needs to be updated or edited, or if you just want to leave us some feedback. Please let us know.
Adding Team Members and Setting Their Initial Role
For more on how to invite and add team members to the system and set their initial roles, please check out the article: Managing Users
Understanding Roles
There are five main roles in the Heads Up system. The Owner, the Client, the Practitioner, the Administrator, and the Billing Administrator.
A team member can have multiple roles. The three roles available to team members are the Practitioner, the Administrator, and the Billing Administrator.
Every organization will have an Owner and a Client.
Owner Role
The Owner is the owner of the organization. There is only one Owner. The Owner has access to all of the available permissions listed below with the key difference being that the Owner is the only role that can change organization account details and delete the organization.
Client Role
The Client role is the default role for your clients (patients, users, members, participants, subjects, etc.). Clients never see the Pro Account side of the Heads Up system and only ever have access to the features that you allow them to have access to.
One notable thing about the Client role is that clients cannot delete their accounts. The client account is owned by the organization.
Assuming these features are made available to the client, clients have permission to:
Connect data sources, such as a device, app, or medical record.
Add data to their dashboard manually.
View, create, and save Reports.
View, edit, and add Lab Results.
Add Files and download Files.
Fill out Assessments and view completed Assessments.
Send Messages to their Practitioners.
Add, edit, and comment on Journal entries.
Review Notes.
Practitioner Role
Practitioners are added to Heads Up by the Owner or an Administrator.
Practitioners have permission to:
Manage clients. This includes adding, archiving, and deleting clients to and from the client list.
All clinical/operational Heads Up features. This includes the ability to view the Clients Table, create and edit their own Notes and Templates, assign Assessments to clients, send Messages to clients, view and comment on client Journal entries, view and add Lab Results data, view, create, and save client Reports, and add and delete files from the client's File page.
View Signals Reports.
Billing Administrator Role
Billing Administrators are added to Heads Up by the Owner or an Administrator.
Billing Administrators have permission to:
Manage subscriptions, which includes upgrading and canceling Subscriptions, and viewing Billing History.
Administrator Role
Administrators can only be added to Heads Up by the Owner.
Administrators have permission to:
Manage subscriptions, which includes upgrading and cancel subscriptions and viewing billing history.
Invite and archive Team Members.
Remove sample clients.
Manage the organization's Customizations.
Manage Service Accounts.
Changing a Team Member's Role
To update a team member's role, head to the Manage Users activity in the left-hand menu.
Click the Team Members tab. Use the dropdown selector under the Roles column to adjust the team member's role. Check the box to add a role, and uncheck a box to remove a role:
The team member's role will be updated automatically.
Creating a Custom Role
Currently, this is only available to Heads Up administrators. If you would like a custom role created for use in your organization, please reach out to support@headsuphealth.com or contact your account manager, and we will get a work order in place.
Need Help?
If you have questions or things didn’t work out as planned, please reach out to us at support@headsuphealth.com or use the little blue circle with the white smiling message icon in the lower right corner of the app, and we will be more than happy to help.
Thank you!