What is the Third Party security role?

The Third Party security role is designed for external users and provides a highly restricted level of access. 

The role allows assigned users to perform limited functions or view information only for specific, manually assigned applicants or residents.

About the Third Party role 

The Third Party security role is a specialized, restricted-access role designed for users outside your organization, such as external healthcare providers or specialists. Unlike standard roles, its primary feature is that it limits a user's access to only the specific applicant or resident profiles you manually assign to them. 

This role is highly customizable, allowing you to grant limited permissions for tasks like viewing charts, administering medications, or recording vitals on a case-by-case basis. Below is the default list of enabled permissions contained in this Third Party role: 

• View Incident Center
• View the Observation Center
• View resident profile charting details
• Manage and create resident incidents 
• View Medications pages
• Manage and administer medications
• View Immunizations
• View and record Vitals
• View Care lists/Print Center
• View Care pages
• View Evaluations and Service Plans

You always have the option to create multiple third party roles and customize the limited available permissions depending on what type of user you plan to assign the role to. Consult your Account Manager for updating the role(s) configuration to meet your organization's needs. 

Step 1 - Add staff and assign security role

You must add a new staff profile for the third party user in order to create their login credentials and assign the Third Party security role. Follow the instructions for adding staff profiles in this How to add a Staff Profile guide. 

Once the staff profile is created, you will need to manually grant them access to specific information in ALIS. See the below sections for important profile setup steps. 

Step 2 - Associate Communities (if applicable)

This step is only applicable if there are multiple communities within your ALIS portfolio and the third party user needs access to residents from more than one community. By default, the user will automatically be associated to whichever community you add the profile to. 

To associate additional communities: 

1. Navigate to the staff/user profile page.
2. Expand the Associated Communities blue bar and click the Manage Communities button.
3. In the pane that opens to the right, either select the checkboxes for each community you wish to provide access to. 
4. Click Submit to save your selections. 
   • Note that even if you associate multiple communities here, you will still need to proceed to the next step and associate specific applicants or residents from each community to the third party user profile. 

Step 3 - Associate Residents 

This is a necessary step to take to ensure that the third party user can successfully view applicant or resident information. You can associate or disassociate residents to this user profile as needed.

If you do not associate applicants or residents, this user will still be able to login but all resident details will be entirely hidden from view. 

To associate applicants or residents:

1. Navigate to the staff/user profile page.
2. Expand the Associated Residents blue bar and click the +Associate Residents button.
3. In the pane that opens to the right, use the dropdown menus to multiselect which Communities (if applicable), Current Residents, and/or Applicants you wish to provide the user access to. 
   • Note that there is not an option to add already Moved Out residents, however if a current resident is associated and subsequently moves out, this user will be able to view that Moved Out profile.
4. Click Submit to save your selections. This adds selected applicants and residents to this section for easy auditing and links to their respective profiles.

Disassociate Residents 

Third party user profiles may need to be audited frequently to ensure so that they are routinely associated to the correct residents. It is possible that you may need to make adjustments, such as disassociating residents so that the user no longer has access to that sensitive information. 

To disassociate residents: 

1. Navigate to the staff/user profile page and expand the Associated Residents blue bar.
2. Use the lefthand checkboxes to select any applicants or residents you wish to remove this user's access to.
3. Click the -Disassociate Residents button at the top of the table. In the pop-up that appears, make your final confirmation by clicking the red Disassociate Residents button.

Related Articles: 

• Security Roles Reference Guide
• How to change a staff Security Role 

For more assistance with Security Roles, 

Contact our ALIS Customer Success Team:

888.404.ALIS (2547) or support@go-alis.com