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Setting up paperless referrals

Brian Olson Apr 11, 2018 09:14AM PDT

I am a SWIS administrator. The video says that I can go under USER Management, and anyone on the first screen that is listed, I should be able to check their name and click the green plus to give them Referral Entry Access. I click on a person that has Data Analyst, but the Green Plus stays greyed out. It will not allow me to grant Referral Entry Access.

1 Community Answers

Best Answer
Katie Schulz Apr 11, 2018 09:48AM PDT

It is not possible for a user to be set up with more than one access level in SWIS. If a user who currently has Data Analyst access also needs the ability to enter referrals, you will want to contact your SWIS facilitator and ask that they be set up as a Data Entry user. This will allow them to enter referrals and view reports.

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