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Understanding Direct Access and Inherited Access

Written by Amelia Boyer

Updated at February 10th, 2025

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Table of Contents

Understanding Direct Access and Inherited Access Video Tutorial: Step-By-Step Tutorial - Organization: Step-By-Step Tutorial - Team: Step-By-Step Tutorial - Patient:

Understanding Direct Access and Inherited Access

All users in Healthy Roster have their access and capabilities depending on the type of user they are, if you'd like to see who has access where, the manage users tab will display such information. Manage Access will place users in Direct Access or Inherited Access.

Direct Access: Signifies these users have been granted access/Invited to manage this location

Inherited Access: Users with the highest level of access, their access cannot be changed

Video Tutorial:

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Step-By-Step Tutorial - Organization:

  1. Navigate to your organization
  2. Select Manage Users
     
  1. Review access
Manage Access


Example Users

Direct: User(s) that were invited to manage the organization.

AD, Coach (collegiate setting), Manager, Administrator

Inherited: User(s) that have been granted access at a higher level than the organization.

Provider users

Step-By-Step Tutorial - Team:

  1. Navigate to your Team
  2. Select Manage Users
     
  1. Review access

Example Users

Example Users

Direct: User(s) that have been invited to access to the Team

 


 

Coach, Team Lead, Manager

Inherited: User(s) that have been granted access at a higher level than the team.

 


 

Provider Users, Organization Users

Step-By-Step Tutorial - Patient:

  1. Navigate to patient profile
  2. Select Manage Users
     
  1. Review Access

Example Users

Example Users

Direct: User(s) that have been invited to manage the patient profile

 


 

Primary User/Patient, Legal Guardian

Inherited: User(s) granted access higher than the primary/patient level.

 


 

Provider Users, Organization Users, Team Users

 

 

direct access inherited access

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