User Access Levels

This applies to: Program Assistant (PA) / Program Liaison / Program Coordinators and Customer Service Agent

Users in the above Roles can:

Create and manage Patients
Add and edit Patient information (Patient country cannot be edited once saved)
Add information and upload documents throughout the Patient application
Upload new documents to application/Patient file after enrolment
Create a new Patient application
Put the Patient in status “treatment on hold,” and move it back to “active” status
Drop the Patient out of the Program
Add and edit interactions or adverse event reports until they are validated/confirmed
Configure, assign, and edit a treatment plan
- PAs can only swap medications in a treatment plan if the acquisition method/payment scheme is the same.
- A PA cannot add a Voucher to a treatment plan if the template did not contain vouchers.
Create, edit, and delete Patient-level events in a personalized calendar
Create and edit MRLs/Vouchers/EACs for current treatment plan to distribute and record medicine dispense
View previous treatment plan distributed MRL/Voucher/EAC
Create and edit Health Centers
Create, edit, and activate Physicians
Create and edit Pharmacies, and allocate Pharmacies to Programs they have access to
Create and edit Charities
View and export Program Data and Program Stats
Create Adverse Events reconciliations

This applies to Program Manager (PM)

Program Supervisor Access Level includes all Patient Management Access Level abilities, and in addition:

Project Leader Access Level includes all Patient Management Access Level and Program Supervisor Access Level abilities, and in addition:

Program Supervisor Access Level includes all other Access Level abilities, and in addition:

Super admins can read and edit the platform code, and read, edit, and delete all functions and content.

Related Article

Check all Access Levels in a comparative table in the User Access Hierarchy Table article.

What you can do in the PMS depending on your level of access.