Role-based access for intake coordinators
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Quarrington Care Network: documents · Role-based access for intake coordinators
Trent requested role-based access for a new intake coordinator role with read-only permissions on intake forms and referral data, excluding financial and billing information. Olivia configured the role and enabled Trent's team to manage future assignments.
What happened
What this says
Current to 11 Oct 26Trent requested role-based access for a new intake coordinator role with read-only permissions on intake forms and referral data, excluding financial and billing information. Olivia configured the role and enabled Trent's team to manage future assignments.
Problem: Trent wanted to create a new intake coordinator role with specific read-only access to intake data and referral information while restricting visibility of financial and executive dashboards, ahead of team expansion.
Handling: Olivia created the role within Growth tier capabilities, configured the specified field-level permissions, and enabled Trent's team to manage future user assignments directly without looping in BB-Demo each time. She flagged that the team can expand within the current 40-user limit before needing an upgrade.
Watch: Strong expansion signal; team is growing and deepening usage within their current tier. Mention of onboarding more coordinators over weeks suggests headroom for future upgrade conversation.
Details
Updated 9 Oct 26Trail
created · Trent Nakamura 15 Sep 2026 08:03Hi Olivia, We're expanding our intake coordinator team and need role-based access set up for them. We're currently using Growth tier with 40 users. We want a new role for intake coordinators that gives them read-only access to: - Patient intake forms - Referral source data - Initial contact notes They shouldn't see: - Financial information - Billing records - Executive dashboards We'll be onboarding more coordinators over the next few weeks, so being able to manage this role ourselves would be helpful. Thanks, Trent- public_reply · Olivia Grant 15 Sep 2026 12:11Hi Trent, Excellent. Growth tier includes role-based access, so we can absolutely set that up for you. Here's what I'll do: 1. Create a new 'Intake Coordinator' role with read-only permissions on the fields you specified 2. Exclude access to financial, billing records and executive dashboards 3. Add it to your workspace so you can assign it to users as you onboard them I'll have the role live by end of day tomorrow. Once it's active, you'll be able to add new users directly from your team admin panel. No need to loop us in each time. On sizing: you mentioned expanding the coordinator team. As long as you stay within your 40-user limit, you're all set. When you're ready to go beyond that, we can discuss adding extra user seats or an upgrade. I'll send the role details once it's ready. Cheers, Olivia
- status_change · 27 Sep 2026 23:59