How to Assign and Remove Applications from Roles

1. Log in to Practice Protect and switch to Manage Space.
2. In the navigation menu, expand Inventory > Identities > Roles to view the available roles.
3. Select a role. (ex. Financial Planning Team)
4. Navigate to Assigned Applications.
5. Click Add. A pop-up window containing a list of applications will appear.

   

6. Search for the application you want to add.

   Note: If the application you are looking for is not listed, it may not have been added to the Practice Protect Platform yet.

7. Select the checkbox next to the application you want to assign (e.g., Fathom). You can select multiple applications by ticking additional checkboxes.
8. Click Add to assign the selected applications to the role.

   

9. Verify that the selected applications appear in the Assigned Applications list, then click Save to apply your changes.

   

10. This completes the process of adding applications to a role.

Note: Removing an application from a role will revoke access to that application for all users who are members of the role. Ensure this change is intended before proceeding.

1. Log in to Practice Protect and switch to Manage Space.
2. In the navigation menu, expand Inventory > Identities > Roles to view the available roles.
3. Select a role. (ex. Financial Planning Team)
4. Navigate to Assigned Applications.
5. Select the checkbox next to the application you want to remove. You can select multiple applications at once.
6. An Actions dropdown will appear at the top of the page. Click Actions.
7. Select Delete.

   

8. Verify that the selected application(s) have been removed from the list.
9. Click Save to apply your changes.

   

10. This completes the process of removing applications from a role in Practice Protect.