Assigning Property Access Levels to Roles

Ensuring your staff only see the relevant properties is vital to ensuring the data of everyone is protected. Within YRIS this is simple and easy to manage.

Once you have decided upon your structure for example a Head of Service in 16+ looking after all homes within an organisation and a Registered Manager in a Children's home, who has a significant level of access but only requires access to one individual property, these two will likely come under a Level 4 access but their property list is different.

Firstly we need to access Roles under the admin on the left hand side navigation menu.

Whether you're creating a new role or updating an existing the process is still the same to ensure the access is correct.

Within a role under the heading Properties -> Locate
View all properties

Having this enabled for the example of a Head of Service will mean the system will display all properties to users with this role.

However having this disabled for this particular role, means that properties would need to be assigned to the user.

To assign a property or properties to a user, will require a higher access level such as an Admin or a Director.
You can head to the Users under the admin on the left hand side navigation menu.

Either use the quick search of users or scroll to find the required user and click onto their name.

Within their profile overview click the edit button in the top right.

You will find just under their basic details the heading Properties you can then select the relevant properties.

This will in turn mean that the staff member only has access to the selected properties.