You can create a role group that grants only the necessary access for a specific role, ensuring users see only relevant information.
Why Do I need to 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
See here for the video guide or below for the step-by-step tutorial on setting up Role Groups in MPC.
How to Create a Role Group on MPC
Click cog on top left
Click to Practice Admin Manager
Click On Manage Role Groups
Click Add Role Group
Enter name for Role Group
Select All non custom features in the subscription level will be allowed. New application features with automatically be allowed
Click Save
Click Add Role
Add Role description with the same name as Role Group
Select Role Group from drop down - same as Role Description
Click Save
Click Manage Application Features
Click Add Role Access
Select the reports you want the user to access
Click Save
Add Role Access to Custom Dashboard as required
How to Manage Role Groups
Click Manage Role Groups to Delete, Manage Users and Edit Role Groups to manage as required