How To Set A Worker's Template

Ankota provides a way for system super users to set permission levels for workers.

To do this...

• Click on"Caregivers".

• Type the caregivers first or last name in the "Filter" box. Click "Search"

• Click on the caregivers name

• Click on the Configuration tab in the worker's file.

• Next you will select the Configuration Schema tab.

• On the right column you will see a section called "Template". 
• By default the template will be "Inherit from Organization".

• Click on the drop down to select a template from your organization's drop down menu. 

NOTE: This is example is from a Caregiver user role (found in the Personal tab): 

• Templates  will be dependent upon the User Role (as shown above). The example  below shows the templates for the User Role of Administrator in this  demo environment.

• Your  list of templates will look different from this drop down menu and are  based upon the templates you have set with the Ankota Implementation  team.
• Ankota can customize templates by each Organization and in some cases by the Organization's departments.

Contact support@ankota.com to request changes or additions to your organization's templates.