Overview
When adding/updating office-staff profiles, roles are a mandatory element that determine user access level. Access level determine:
- What ShiftCare features office-staff/user has access to
- What activity can be performed on those features (this can range from able to view to edit/update/add/archive information within the feature)
Thus, it is crucial to assign appropriate roles to all your team members.
Assigning Roles:
In order to assist with determining which role to assign to each member, below is a brief summary of the most commonly assigned roles:
- Admin: Highest access level. Can edit/add/update/archive any information on any feature
- Coordinator: This access is for Team leaders/coordinators. Staff with this access can manage client details.
- HR: This access is more Staff access heavy. This access can be given to your human resources team.
- Ops: This is similar to Admin except no access to invoicing or billing reports. Perfect if you want your team to manage all aspects except financial data.
- Office Support: This is ideally for office admins, particularly for the finance team as this role focuses on creating invoices.
- Carer: The majority of users have this role, it is specifically assigned to people with the role of care-workers, support workers or carers.
This allows the users to manage their available time and access shift information (add notes, clock in/clock out, view client documents and view general shift information (description/date/time/location/client name/)). - Kiosk: This access is for group homes. Please click on this link in order to learn more about it.
For a more detailed outline please refer to the tables provided below. The tables below outline the access level of each user type in relation to each feature available in ShiftCare from a desktop perspective:
