Multiple roles at once
A single person can hold more than one role. Each assignment is scoped either to the whole organization or to a specific location.
When you switch your active location, OfficeRidge recalculates your effective roles for that
context and updates navigation, dashboard tiles, and page access.
If you hold roles at more than one location, use the location switcher in the top navigation.
It appears whenever you have more than one location context — not only for Organization Admins.
Permission union (most permissive wins)
If you hold two roles that grant different levels of access to the same module, OfficeRidge grants the higher permission. There are no explicit “deny” rules — access is controlled by which roles are assigned.UserPermission overlays
Organization Admins can grant additional module permissions to a specific user (View, Create, Edit, Delete). Overlays are additive and apply globally. They do not remove anything a role already grants.The ten roles
Organization Admin, System Administrator, and Compliance Officer (organization-scoped)
apply at all locations. Other roles apply only when their assigned location is active.
What each role can open
A checkmark means the module appears in that role’s sidebar when the role is active at the current location. Organization Admin and System Administrator see every module.Playbooks is readable by every role. Authoring — creating, editing, publishing,
and archiving — is limited to System Administrators, Organization Admins, Location Admins,
Compliance Officers, Clinical Managers, Human Resources, and Finance Managers.
Admin-only pages
Assigning roles (for admins)
Organization Admins and Location Admins manage team access from Organization Settings → Organization Team or Location Settings → Location Team.1
Open the user's profile in Team Management
Select the person whose access you need to change.
2
Add an assignment
Choose a role and whether it applies organization-wide or at a specific location. You can add
multiple assignments — for example, Clinical Manager at one branch and Finance Manager at another.
3
Add a permission override if needed
For Office Staff who need clinical access, add a UserPermission overlay on the clinical module
rather than changing their base role.
4
Review effective access
The security summary shows what the user can reach at each location. Organization Admins can
also open Security → Access Audit for a full breakdown including overlays.
Direct links are gated too
Hiding a module from the sidebar is not the only protection. Opening a page by URL applies the same effective-role check, and child pages inherit their parent’s rule. If you reach a page you cannot access at the current location, OfficeRidge shows an access-denied screen that names your active location and the page you tried to open — not a blank list.Why can’t I see a module?
1
Check your active location
Location-scoped roles only apply when that location is active. Switch location in the top
navigation if you hold roles at multiple branches.
2
Check this page's table
If your effective role has no checkmark, the module is hidden by design. Ask an Organization
Admin whether you need a different assignment or a UserPermission overlay.
3
Check your plan
Modules are no longer hidden by plan — but specific actions inside them can be closed. See
Plans and modules.
4
Check your active organization
The module may be visible but empty because you are in a different context. See
Switch organization.