Roles and permissions

Local groups that control access to Medical Record Summarization, and which sections of the application each group unlocks.

Access to Medical Record Summarization is controlled by three local groups in your Automation Cloud organization. The groups are created as part of the MRS deployment, and the group a user belongs to determines which sections of the application they can open.

Groups

Group	Intended for
MRSAdmin	Administrators who configure deployments, review workflows, application appearance, and experimental features
MRSProcessOwner	Template and policy authors who design what the AI produces
MRSReviewer	Clinicians and reviewers who verify AI-generated summaries

What each group unlocks

Section	MRSAdmin	MRSProcessOwner	MRSReviewer
Templates	Yes	Yes	No
Clinical review	Yes	Yes	Yes
Policies	Yes	Yes	No
Admin	Yes	No	No

The Admin section covers Deployments, Customize appearance, Experimental, and Workflow management. Only MRSAdmin members can open it.

Reviewer assignment

Membership of MRSReviewer determines who can review. Which records a reviewer actually sees depends on the template:

• If the template author assigns reviewers, only those reviewers see the template's summaries in their queue.
• If the template author assigns no reviewers, every member of MRSReviewer sees them.

A record's reviewer can be changed from the Reviewer dropdown, either inline in the Clinical review list or in the review detail view header. Reassigning transfers editing access, so a reviewer can hand a record to a colleague or pick up an unassigned one. While a record is assigned to someone else, other users can view it but cannot edit it or complete the review.

For the dialog used to assign reviewers to a template, see Template sections reference.

Enrolling users at scale

The three groups are standard Automation Cloud local groups, so you can add directory groups to them rather than adding users one at a time. All local groups and users registered in the organization are available when assigning reviewers to a template, including Active Directory groups. For guidance on managing local groups and directory integration, see Managing accounts and local groups.

Related topics

• About Medical Record Summarization
• Review a summary
• Manage review workflows