Views:

View the Compass user roles for:

Commissioner users

Role

Access to

Commissioner Administrator

Contract information
Create and amend users
Commissioner Primary User Contract information
Contract setup
Contract amend
Create a payment adjustment
Amend a payment adjustment
Confirm a payment adjustment
Create a performer
Confirm a performer
Commissioner Administrator plus Primary User Create and amend users
Contract information
Contract setup
Contract amend
Create a payment adjustment
Amend a payment adjustment
Confirm a payment adjustment
Create a performer
Confirm a performer
Commissioner Contract Setup Contract information
Contract setup
Contract amend
Create a payment adjustment
Create a performer
Confirm a performer
Commissioner Finance User Contract information
Create a payment adjustment
Amend a payment adjustment
Confirm a payment adjustment

Practice users

Role

Access to

Provider and Business or Practice Administrator

View contract
View activity
View payments
View pension
Add and amend bank details
Add and amend contact details
Amend contract details
Add and remove performers
Create practice users
Confirm a performer
Submit FP17 forms
Amend FP17 forms
View pension information
View pay statements
Request new PIN
Request temporary PIN
Request SFE payments
Unlock Compass users
Clinician View contract
View activity
View pension
Add and amend contact details
Submit FP17
Amend FP17
View pension
Request new PIN
Approve SFE request
Practice Manager User View contract
View activity
View payments, not pay statements
View pension
Amend contract details
Submit FP17 forms
Amend FP17 forms
Activity Manager View activity
Create FP17 forms
Amend FP17 forms
Business view only and Provider view only View contract
View activity
View payments
View pensions