Rivet

It's important to ensure that the right users have the right access to your Rivet account. At times, changing user permissions may be needed. In this article, we'll walk you through the steps to change user permissions in Rivet, as well as provide some additional context and best practices.

1. Why Change User Permissions
2. Best Practices for User Permissions
3. Steps To Change Permissions

Changing user permissions in Rivet allows you to control what each user can view and the actions they can take within your Rivet account. This is important for maintaining security and ensuring that sensitive information is only accessible by those who require it.

<b>Best Practices for User Permissions</b>

Only give users the access they need to perform their job duties. This helps ensure that sensitive information is only accessed by those who require it. Regularly review user permissions to make sure they are still appropriate for each user's job duties. This can help prevent unauthorized access to sensitive information. When in doubt, err on the side of caution and limit access to sensitive information.

Changing permissions will follow these steps:

Click on your practice name at the top right of the screen.

Select 'Account' from the dropdown menu. This will take you to the Account screen in Rivet.

On the left-hand menu, select the "Users" view, which will take you to a secondary view within the Account screen.

In this secondary view, you'll see a list of all persons (both admin and users) with current access to Rivet.

Find the specific user whose permissions need to be set or changed.

To the right of the specific user listing, find the 3-dot button and select 'Manage Permissions' from the dropdown menu.

From this new view, you'll be able to check or uncheck permissions for that user as desired.

Before exiting this page with its newly adjusted permissions, make sure to hit 'Save' at the top right side of the screen.

1. Click on your practice name at the top right of the screen.

2. Select 'Account' from the dropdown menu. This will take you to the Account screen in Rivet.

3. On the left-hand menu, select the "Users" view, which will take you to a secondary view within the Account screen.

4. In this secondary view, you'll see a list of all persons (both admin and users) with current access to Rivet.

5. Find the specific user whose permissions need to be set or changed.

6. To the right of the specific user listing, find the 3-dot button and select 'Manage Permissions' from the dropdown menu.
    
7. From this new view, you'll be able to check or uncheck permissions for that user as desired.
8. Before exiting this page with its newly adjusted permissions, make sure to hit 'Save' at the top right side of the screen.

If you have any additional questions about managing user permissions feel free to chat in or email at <a href="mailto:success@rivethealth.com" rel="nofollow noopener noreferrer" target="_blank">success@rivethealth.com</a>.

Suggested Next article - <a href="https://help.rivethealth.com/en/articles/7036786-adding-and-managing-users-in-rivet">Adding New or Existing Users</a>