Default user roles and privileges

This page applies to any customers who have gone "Live" with Blueprint OMS from November 2021 and moving forward.

There are 4 default roles available in Blueprint OMS. This page lists the default roles and the privileges/reports associated with each role.

Each role automatically inherits "privileges," which control what functionality the user has access to within the software. Each role also automatically inherits "reports," which vary in content from performance metrics to financials.

Customize

You can customize the privileges/reports a role has access to by following the step-by-step instructions: here.

Privilege descriptions: here.
Report descriptions: here.

Default Roles	Level of Access	Summary
Office Staff	Limited	No access to COGS privileges.
2. Audiologist/Specialist/Dispenser	Moderate	No access to COGS privileges. Contains all privileges/reports of the Office Staff role, in addition to the following privileges: Edit model of active or added devices Edit other users' journal entries Maintain text snippets Delete client audiology status (audiogram) Override availability booking (create an event outside of availability) And the following reports: Sales Opportunity Pipeline HA Aging Product Mix Analysis Referral Source - Appointments
3. Administration	Full Access
4. Owner	Full Access	Includes the ability to request a full database backup.

1. Basic privileges:

Privilege name	Privileges assigned to role
	Office Staff	Audiologist/Specialist/Dispenser	Administration	Owner
Create client	X	X	X	X
Deactivate client	X	X	X	X
Delete added aids
Delete appointments	X	X	X	X
Delete client photo	X	X	X	X
Delete user photo or signature			X	X
Edit model of active		X	X	X
Edit model of added devices
Edit patient referral source	X	X	X	X
Enter 3p payment	X	X	X	X
Manage Recalls	X	X	X	X
Marketing	X	X	X	X
Merge Client	X	X	X	X
Order new aid	X	X	X	X
Receive payment	X	X	X	X
Return items to manufacturer	X	X	X	X
Return items to stock	X	X	X	X
Scheduling	X	X	X	X
Sell items	X	X	X	X
Send email	X	X	X	X
Send faxes	X	X	X	X
View chat	X	X	X	X
View client	X	X	X	X

2. Administration Privileges:

Privilege Name	Privileges assigned to role
	Office Staff	Audiologist/Dispenser/Specialist	Administration	Owner
Delete journal entries			X	X
Edit other users' journal entries		X	X	X
Maintain aids and options			X	X
Maintain audiometers	X	X	X	X
Maintain discount reasons	X	X	X	X
Maintain document properties	X	X	X	X
Maintain electronic billing settings				X
Maintain event types	X	X	X	X
Maintain general scheduling settings				X
Maintain healthcare provider types	X	X	X	X
Maintain healthcare providers	X	X	X	X
Maintain insurers	X	X	X	X
Maintain journal entry types	X	X	X	X
Maintain list of users linked to Noah				X
Maintain locations			X	X
Maintain manufacturers			X	X
Maintain marketing automation settings			X	X
Maintain marketing groups			X	X
Maintain miscellaneous email addresses	X	X	X	X
Maintain Noah import settings			X	X
Maintain online booking config			X	X
Maintain online form settings			X	X
Maintain orderable items			X	X
Maintain patient types	X	X	X	X
Maintain payment methods and services			X	X
Maintain private text snippets		X	X	X
Maintain public text snippets		X	X	X
Maintain pure tone average frequencies			X	X
Maintain recall types and statuses	X	X	X	X
Maintain referrer types			X	X
Maintain repair pricing			X	X
Maintain repair types			X	X
Maintain resource types	X	X	X	X
Maintain resources	X	X	X	X
Maintain revenue groups			X	X
Maintain service plan items			X	X
Maintain users and roles			X	X
Manage templates	X	X	X	X
Pricing update (Canada only)			X	X
Reopen monthly inventory reconciliation				X
Un-designate events as sales opportunities	X	X	X	X
Undo hearing aid status	X	X	X	X
Update prices			X	X
View dashboards			X	X
View wholesale costs			X	X

3. Accounting Privileges:

Privilege Name	Privileges assigned to role
	Office Staff	Audiologist/Dispenser/Specialist	Administration	Owner
Accounting synchronization				X
Accounts payable			X	X
Backdate accounting			X	X
Clear bank deposit			X	X
Clear undeposited payments			X	X
Delete bank deposit			X	X
Delete invoice			X	X
Delete misc client credit			X	X
Delete refund			X	X
Delete write-off			X	X
Edit client payment	X	X	X	X
Edit misc client credit	X	X	X	X
Edit return	X	X	X	X
Enter bank deposits	X	X	X	X
Enter manufacturer bill			X	X
Issue client refund	X	X	X	X
Issue misc client credit	X	X	X	X
Maintain 3rd party ledger	X	X	X	X
Regenerate invoices	X	X	X	X
Set opening Balance	X	X	X	X
Write off invoice	X	X	X	X

4. Advanced Privileges:

Privilege Name	Privileges assigned to role
	Office Staff	Audiologist/Dispenser/Specialist	Administration	Owner
All location as default	X	X	X	X
Cancel aid order	X	X	X	X
Clear any claims (Canada only)			X	X
Create marketing campaigns	X	X	X	X
Delete client audiology status		X	X	X
Edit prescriber/fitter details	X	X	X	X
Electronic billing (Canada only)			X	X
Export marketing campaigns and patient groups			X	X
Maintain CareCredit config			X	X
Mark NSF checks				X
Override availability booking		X	X	X
View all location	X	X	X	X
View faxes	X	X	X	X

5. Document Management Privileges:

Privilege Name	Privileges assigned to role
	Office Staff	Audiologist/Dispenser/Specialist	Administration	Owner
Delete documents			X	X
Edit documents	X	X	X	X
Store documents	X	X	X	X
Unlock editable forms	X	X	X	X
View documents	X	X	X	X

6. Inventory Privileges:

Privilege Name	Privileges assigned to role
	Office Staff	Audiologist/Dispenser/Specialist	Administration	Owner
Add stock	X	X	X	X
Delete inventory			X	X
Manage inventory	X	X	X	X
Order/receive stock	X	X	X	X

Reports Access

Report category	Report title	Reports assigned to role
		Office Staff	Audiologist/Dispenser/Specialist	Administration	Owner
Financial	All invoices and Returns (Excel only)			X	X
	AR Aging Detail (Insurer)	X	X	X	X
	AR Aging Detail (Patient)	X	X	X	X
	AR Aging Summary	X	X	X	X
	Cash Flow Summary	X	X	X	X
	Closing Rate by Opportunity			X	X
	Discount Summary by Provider	X	X	X	X
	HA Sale and Return Detail			X	X
	Insurer Transactions	X	X	X	X
	Inventory			X	X
	Open Transactions (Insurer)	X	X	X	X
	Open Transactions (Patient)	X	X	X	X
	Patient AR Statement	X	X	X	X
	Patient AR Statement (with 3rd party details)	X	X	X	X
	Price List			X	X
	Referral Source - New Patients			X	X
	Referral Source - Sales			X	X
	Referral Source Analysis			X	X
	Revenue Group Report			X	X
	Sales by Income Account			X	X
	Sales Opportunity Pipeline		X	X	X
	Sales Report	X	X	X	X
	Sales Tax Summary			X	X
	Unapplied Credits/Payments	X	X	X	X
Management	Appointment Analysis	X	X	X	X
	Cancelled and No Show Appointments	X	X	X	X
	Daily Schedule	X	X	X	X
	HA Aging		X	X	X
	Healthcare Provider List	X	X	X	X
	Journal Entries	X	X	X	X
	KPI Analysis			X	X
	Product Mix Analysis		X	X	X
	Referral Source - Appointments		X	X	X
	User Privileges			X	X
	User Report Access			X	X
Mailing labels	Healthcare Provider Mailing Labels (5160)	X	X	X	X
Mailing labels	Healthcare Provider Mailing Labels (8160)	X	X	X	X
Patient follow-up	Client Information Sheet	X	X	X	X
	Marketing Automation Follow-up Report	X	X	X	X
	Marketing Campaigns	X	X	X	X
	Patient Recalls	X	X	X	X

Default Roles

Level of Access

Summary

1. Basic privileges:

Privilege name

Privileges assigned to role

2. Administration Privileges:

Privilege Name

Privileges assigned to role

3. Accounting Privileges:

Privilege Name

Privileges assigned to role

4. Advanced Privileges:

Privilege Name

Privileges assigned to role

5. Document Management Privileges:

Privilege Name

Privileges assigned to role

6. Inventory Privileges:

Privilege Name

Privileges assigned to role

Reports Access

Report category

Report title

Reports assigned to role