> For the complete documentation index, see [llms.txt](https://docs.silverband.com.au/home/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.silverband.com.au/home/paradigm-knowledge-base/providers-and-contacts/workflows/provider/assign-roles-to-a-provider-record.md).

# Assign Roles to a Provider Record

## Provider Roles

Roles are assigned to providers as a way of defining the types of relationships they may have with other records within Paradigm. Assigning the correct role to a provider is critically important to ensure that various features function correctly.

The table below outlines the intended use of each role:

| **Role**                         | **Description**                                                                                                                                                                                                                                                                                                                                                                                                                                                         |
| -------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Education Provider               | Default role assigned to all providers                                                                                                                                                                                                                                                                                                                                                                                                                                  |
| Educational Program Provider     | Associated with course enrolment records (i.e. the campus)                                                                                                                                                                                                                                                                                                                                                                                                              |
| Educational Unit Provider        | Associated with base units and scheduled units (i.e. the campus)                                                                                                                                                                                                                                                                                                                                                                                                        |
| Education Agent                  | Identifies the provider as being an agent for the purposes of student recruitment                                                                                                                                                                                                                                                                                                                                                                                       |
| Training Organisation            | Associated with AVETMISS reporting                                                                                                                                                                                                                                                                                                                                                                                                                                      |
| TCSI - Higher Education Provider | Associated with TCSI reporting. The Parent Provider record or the Main Provider should have this assigned role.                                                                                                                                                                                                                                                                                                                                                         |
| TCSI - PIR Provider              | Associated with PIR reporting. If the Parent Provider record or the Main Provider is a PIR reporting provider, this role should also be assigned.                                                                                                                                                                                                                                                                                                                       |
| Training Organisation Location   | Associated with an AVETMISS delivery location                                                                                                                                                                                                                                                                                                                                                                                                                           |
| Work Experience Provider         | Associated with the work experience module                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Education Payment Agent          | Associated with the agent payment workflow                                                                                                                                                                                                                                                                                                                                                                                                                              |
| Diocese                          | Allows the provider to be assigned as a diocese against the student record                                                                                                                                                                                                                                                                                                                                                                                              |
| Seminary                         | Allows the provider to be assigned as a seminary against the student record                                                                                                                                                                                                                                                                                                                                                                                             |
| Communication sender             | Allows users to send communications on behalf of the provider using the email address of the provider record. If this role is added to your provider record, your Provider/Home Institution name will appear in one of the **From** list options when creating communication events, *see* [Add a New Communication Sender](/home/paradigm-knowledge-base/sending-communications/workflows/manage-sending-email-and-sms-communications/add-new-communication-sender.md) |
| Health provider                  | Allows the provider to be associated as a provider of overseas health cover within the OSHC module in Paradigm                                                                                                                                                                                                                                                                                                                                                          |

## Workflow

1. Load the Provider’s Record that you want to assign a role to by choosing **Providers** > **Search** menus on the side. Refer to the workflow on “[Search a Provider Record](/home/paradigm-knowledge-base/providers-and-contacts/workflows/provider/search-for-a-provider-record.md)” if you need a more detailed step.
2. Once the Provider Record is loaded, at the top of the page, an **ASSIGNED ROLES FOR PROVIDER** Form section will appear. Click the drop-down menu and choose the role that you want to assign to the Provider.

{% hint style="info" %}
**NOTE**:

Refer to the section [above ](#provider-roles)for a list of the possible roles a Provider can have in the system and a brief description of each.
{% endhint %}

<figure><img src="https://1246578764-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC21t2SaV2eKaLxvtR27D%2Fuploads%2FHdGZmZ2hkzqs8ZowLEOt%2Fimage.png?alt=media&amp;token=632fc9d1-14b3-4e50-b232-92d514861503" alt=""><figcaption><p>select a role > click the <strong>ASSIGN ROLE</strong> > assigned role added</p></figcaption></figure>

3. Click the **ASSIGN ROLE** button after selecting a role from the drop-down menu.

   A Provider record may have many assigned roles. Repeat steps <mark style="color:green;">**2**</mark> and <mark style="color:green;">**3**</mark> as necessary for your Provider.

   If you are a TCSI-Reporting Provider, you should have the following main roles assigned to your Main Reporting Provider record:

   * TCSI - Higher Education Provider
   * Educational Program Provider
   * Educational Unit Provider
