Protected Schemes

In response to customer requests for stricter, non-editable "Gold Standard" schemes for ReferAll user accounts, we developed this solution.

By restricting access to certain elements of a scheme, you can maintain specific workflows, SMS campaigns, and details about Activities. This practice promotes consistency and efficiency, ensuring that a standardised approach is upheld without the risk of introducing hybrid workflows into a scheme designated as 'gold standard.'

How does it work?

Upon request, your ReferAll account manager has the ability to disable specific user permissions for Scheme Administrators and Activity Administrators as a single setting for an individual scheme.

The following details the functions that are concealed for Scheme Administrators and Activity Administrators.

It is important to note that the Protected Scheme settings do not affect Super Scheme Administrators, who retain the ability to make edits, additions, and updates as needed.

Here are three fantastic benefits: Only a Super User role has the power to modify or add to these areas of your ReferAll platform.

🔒Lock down task and text message workflows so they remain untouched and can't vanish from the dashboard without a trace!

🔒Keep track of your team and individual user tasks by their outcomes.

🔒The activities and sessions you've set up are safe from edits or deletions by general system users, ensuring your bookings calendar stays just the way you want it.

What are the specific restrictions?

In the Schemes icon

The "Scheme Description" box and all fields it contains are hidden.

This section contains the settings for a scheme webform, which are exclusively designated for editing by Super Scheme Administrators.

Dashboard > Manage Tasks Button

Scroll down to below the tasks list, you'll find the Manage Tasks button

Super Scheme Administrator	Scheme and Activity Administrator

Text Message Campaigns

Super Scheme Administrator	Scheme and Activity Administrator

Manage Activities

Super Scheme Administrator	Scheme and Activity Administrator