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.
