General
Permissions in Gilli are determined based on roles, teams, and alert groups. The administrator assigns each user:
- a role – what kind of permissions the user has (what they can do)
- teams – which customers’ information they are allowed to see
- alert groups – which AI-generated alerts the user can see
The combination of role, team, and alert groups determines what you see and what you can do in Gilli.
Roles
A role is a named collection of permissions. One role can include dozens of permissions related to different views and functions.
| Role (example) | Example permissions |
|---|---|
| Caregiver | Customer, alert, and documentation views; alert acknowledgment. |
| Supervisor | In addition to the above, Statistics and team-level reports. |
| Doctor / Pharmacist | Diagnoses, medication, laboratory results. |
| Administrator | Administrator view: users, teams, integrations, organization settings. |
| Care and Service Needs Assessor | Creating assessments and plans. |
Individual Permissions and Roles
- Individual permission – e.g., Viewing customer change log, Alert acknowledgment, User management.
- Role – a set of permissions (e.g., "Caregiver").
Teams
A team is a group of users and customers that usually corresponds to one work unit, such as home care for a specific area or a specialty.
- A user can belong to multiple teams simultaneously.
- A customer can belong to multiple teams (e.g., multidisciplinary care).
- Team assignments restrict which customers’ information you can see. When a user and a customer share the same team, the user can see the customer’s information.
Alert Groups
Alert groups are selected lists of AI-generated alerts shown to the user. Users can have different alert groups based on their job description. For example, a physical therapist may have the same roles and teams as a home care worker, but their alert group focuses only on alerts related to the physical functioning and changes of these customers.
Where Can I See My Own Permissions?
- Open your profile.
- Your profile shows:
- Alert groups.
- Teams you belong to.
Administrator Tasks
The administrator manages roles, alert groups, and teams:
- Roles – creating new roles and alert groups and setting permissions.
- Teams – creating teams and adding members if this information does not come from the source system.
- Users – assigning roles, teams, and alert groups to users.
Best Practices
- Principle of least privilege. Give users only the permissions they need for their work tasks.
- Roles, not individual permissions. Design permissions for roles, not for individual users.
Common Situations
"I don’t see the function I need"
The function requires a permission that your role does not include. Ask the administrator either to add the permission to your role or to create a new appropriate role.
"The customer does not appear on the list"
The customer is not part of any of your teams. Ask the administrator to check the team assignments.
"My role has too many permissions"
Notify the administrator.