Yes — you can create Role Groups that grant only the access a specific role needs, ensuring each team member sees only relevant information in MPC.
Why create Role Groups for users on MPC?
To provide role-based access to your team members
To make sure your team has the right access for their tasks
To protect sensitive financial information by limiting access based on user roles
For a video walkthrough, see the Create and Edit Role Groups — Video Guide. For step-by-step instructions, continue below.
How to Create a Role Group on MPC
Click the settings cog icon in the top-right corner.
Click Practice Admin Manager.
Click Manage Role Groups.
Click Add Role Group.
Enter a name for the Role Group.
Choose the access level: select "All non-custom features in the subscription level will be allowed. New application features will automatically be allowed" to give this group access to all standard features by default, including any new features added in future updates.
Click Save.
Click Add Role.
Enter a Role Description (use the same name as the Role Group for consistency).
Select the Role Group from the dropdown (same name).
Click Save.
Click Manage Application Features.
Click Add Role Access.
Select the reports and features you want this role to have access to, then click Save.
Add Role Access to Custom Dashboards as required.
How to Manage Role Groups
Go to Practice Admin Manager > Manage Role Groups to:
Edit a Role Group — update its name, features, or access rules
Manage Users — add or remove users from a Role Group
Delete a Role Group — remove it if it is no longer needed