Administration

Creating Role Groups

Role Groups enable the Concert Platform Administrator to establish permission levels for all institution users. To access the 'Role Groups', click on the Admin module within the Concert Platform.

There is one standard role group already built into the platform: Administrators. At or before the training visit, your Concert Platform account manager will work with you to build out the desired role groups. You can create as many role groups as you need. Role groups are differentiated by the permissions and/or ordering user type. Permissions can be broken down into a few different categories:

Administrator Permissions:

• Manage vendors
• Manage preferred tests
• Manage role groups
• Manage users
• Edit company profile and View reports

Sendout User Permissions:

• Manage pending results
• Mark results as processed

Approval Process Permissions:

• Approve Orders
• Assign Reviewer to Orders

For Ordering User Type, there are four options:

• Order All
• Non-Ordering
• Approval Required - All
• Approval Required - Conditional*

*Conditions for the Approval Required - Conditional can be found in the Approval Process module.

To create a new role group, type the name of the group, check the respective permission boxes you wish to assign to that role, select the ordering user type from the dropdown, then click 'Create'.

Assigning Users to Role Groups

The 'Users' tab identifies all users who have been assigned to your Concert Platform account. The first two columns provide the name and email address of the user. The third column “Req Signator," is used to manage the electronic signature feature. If a user has a check mark, they have been assigned permission to include their electronic signature on a requisition. Since institutions and labs have different policies regarding electronic signatures, please contact your Concert Platform account manager before updating.

You can assign users to any role group that has been created in the 'Role Groups' tab. The Ordering Role field is used to identify what type of users is ordering the test to populate their contact information in the appropriate fields on the requisition. The three options available are: Physician, Genetic Counselor and Send Out Laboratory.

If a user no longer needs access to the Concert Platform, you can lock him/her out of the Concert Platform account by clicking 'Deactivate'.

Adding Users to the Concert Platform

The 'Pending Users' tab will identify all users who have registered with Concert Genetics who share your institution's email domain. When a user is listed in the 'Pending Users' tab, it means they do not currently have access to your Concert Platform account. To add a user to your account, assign a role group and ordering role, if applicable, than click 'Add'.

Please note for a new user to access your Concert Platform account, he/she must log out and back in. Also, because the platform is identifying all users with the shared email domain, there may be users listed here who you don't wish to add to your Concert Platform account, so please only select users you are aware of.