Overview

When adding/updating office-staff profiles, roles are a mandatory element that determines 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:

✅ Full access

❌ No access

Menu

Admin

Coordinator

HR

Office Support

Ops

Carer

Scheduler

✅†

Staff

Read

only

Clients

Manage funds

Invoices

✅*

Reports

Partial **

Partial ***

Partial **

Account Setting

👉🏽 Level of access decreases left to right. Lower access level role cannot invite or change access of a higher role. E.g. Ops cannot change Admin to Ops but reverse is possible.


* Cannot create bulk invoices (a Pro or Premium subscription feature) but can create them through the client's billing report.

** No financial reports shown.

*** No staff management report types (e.g. timesheet and KPI).

† View only, cannot create shifts.

With the exception of the Ops role, only Admin role has access to the Account menu. The Ops role can access Reminders.

Further reading

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