What is a Security Role?

A staff member's security role determines exactly what access they will have for specific features. This is typically a short list of default roles in ALIS, but they can be customized to suit your organization's specific needs. 

Default Roles

Listed here are the default roles all organizations start with, and the basic outline of what these roles have access to in ALIS. These may have been customized for your community, so use this as a general guide! These are listed in order of most to least commonly used:

Caregiver

The Caregiver role is meant to be able view resident data, complete basic charting, and print documents. 

• View alerts in the Alert Center
• View Calendar
• View the Daily Stand-Up Report
• View COVID-19 Center
• Manage Residents 
• Manage Resident Leaves, Move-ins, and Move-outs
• View Resident Evaluations
• View and Manage Care Plans, View the Print Center
• Record Care
• View and create Observations and Incidents
• View Pharmacies
• Manage Medication information
• Pass Meds and PRNs
• Perform Drug Count
• Record Vitals
• View Compliance Items
• View All Staff
• View Medication Reports

Medication Tech

By default, the Caregiver and Medication Tech roles have all the same permissions, PLUS Medication Techs can also View and Edit Med Pass History.

If you use both roles, it might make sense to customize these so that Caregivers can not access medications.

Nurse

The nurse role has all the permissions of the Medication Tech role and more. Additional permissions include:

• View and Manage Floor Plan Settings
• View Community Details
• View Staff Profile pages
• Manage Staff and their logins
• View Care Level Optimization
• Create and Manage resident Evaluations and Service Plans
• Manage Care List Schedules
• Access MAR Editor
• Access and Manage Check In Orders
• Pass Nurse-Only Medications in the Med Pass
• Manage Pharmacies page
• View Care Reports, Custom Reports, and Resident Reports
• Mark Incident Reports as Complete
• Manage COVID-19 Center items
• Manage Compliance for residents
• Manage Resident Private Data
• Manage Resident Diagnosis Codes

Community Administrator

• Community Administrators can access every feature at the administrative level, but only for specified communities.
• If your organization has many communities, there may be some administrators with this role who have been associated with multiple communities, but not all.
  • For more information about associating staff to multiple communities, read this article: How do I associate a staff member to multiple communities?
• If someone needs access to all communities at the administrative level, they should have the Company Administrator role.
• Community Administrators can not update the profiles of other Community Administrators.

Company Administrator

• Company Administrators can access every feature at the administrative level for all communities within the organization. 
• The first staff member who can login when your ALIS site is created has the Company Administrator role.

Pharmacy Tech

It is likely that this role has more permissions than needed. Review the permissions of this Security Role before assigning it to a Pharmacy Tech outside your organization!

• View alerts in the Alert Center
• View Calendar
• View Resident Evaluations
• View Incident Reports
• View Observations
• View Resident Profiles
• View the Daily Stand-Up Report
• View the All Staff page
• View COVID-19 Center
• Manage Medication information
• Perform Drug Count
• Administer PRNs (but not routine medications)
• Manage Pharmacies page
• View Medication reports
• Manage Residents 
• Manage Resident Leaves, Move-ins, and Move-outs

Referral Source

• View alerts in the Alert Center
• View Calendar
• View COVID-19 Center
• View Prospects pages
• View Referral Source pages

Referral Source Manager

This role has the same permissions as the Referral Source role, in addition to the following:

• View Staff profile pages
• Manage Referral Sources

Sales Representative

• View Calendar
• Manage Prospects
• Manage Referral Sources

Sales Manager

This role has the same permissions as the Sales Representative role, in addition to the following:

• View alerts in the Alert Center
• View Resident Evaluations
• View Observations
• View Resident Details
• View Staff Profile pages
• View Observation notes
• Manage Prospect tasks assigned to other users
• Undelete Prospects
• View Prospects Reports

Other Common Roles

State Surveyor

You may decide to create a level of login access appropriate for a surveyor to login and look around ALIS for themselves. Work with us directly to set this up so that they have exactly the access you want them to have!

For more information about surveys with ALIS, read this article: ALIS Survey Guide

Business Office Manager

It is possibly appropriate to give your BMOs the Community Administrator role so that they can access all the details needed, but you may also prefer to create a custom role that limits their access to clinical features. Contact us to set up your ideal BMO role.

Customizing Security Roles

As mentioned above, it is necessary to contact us in order to change or review exactly the feature permissions your Security Roles have. We can create new ones you need, or update those you already have! Contact your onboarding manager or ALIS Support.