OmegaAI - How to create a new role in OAI

How to Create a New Role in OmegaAI

Learn how to create a new user role in OmegaAI by defining custom permissions and access levels tailored to your organization's workflow.

1. Navigate to https://www.omegaai.com
2. Click the "Enter your email address here" field.
3. Click "CONTINUE".
4. Locate the Organization icon on the homepage and click to continue.
5. Navigate to your organization and select it.
6. Click the "Details" icon to open the configuration page.
7. Go to the User Management or Roles section.
8. Click "Create New Role" or the "+" icon.
9. Enter a name for the new role.
10. Optionally, add a description for the role.
11. Select permissions from the list (e.g., view studies, create orders).
12. Use toggles or checkboxes to enable or restrict access.
13. Assign access to modules like Reporting, Scheduler, or Workflow Automation.
14. Decide if the role can be assigned to staff, patients, or both.
15. Review the permission matrix for accuracy.
16. Click "Save Role" to finalize.
17. Verify the role now appears in your roles list.
18. Test the role by assigning it to a test user.
19. Review access from that user's perspective.
20. Make any necessary edits, or return to the dashboard.

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