Staff Permissions
AdministratorsSettings & Configuration
Configure what staff can see and do.
Accessing Permissions
- Go to Settings → Team & Compliance
- Click Access & Features tab
Permission Levels
Default by Access Level
| Permission | Super Admin | Admin | Staff |
|---|---|---|---|
| View all clients | ✓ | ✓ | Assigned only |
| Edit clients | ✓ | ✓ | — |
| View all schedules | ✓ | ✓ | Own only |
| Create appointments | ✓ | ✓ | If enabled |
| View payroll | ✓ | ✓ | Own only |
| Run reports | ✓ | ✓ | — |
Staff-Specific Permissions
Fine-tune what staff can do:
Scheduling
| Setting | Options |
|---|---|
| View other staff schedules | Yes/No |
| Create own appointments | Yes/No |
| Request schedule changes | Yes/No |
| Request time off | Yes/No |
Client Access
| Setting | Options |
|---|---|
| View unassigned clients | Yes/No |
| View client phone | Yes/No |
| View client address | Yes/No (always for navigation) |
| View medical info | Yes/No |
Communication
| Setting | Options |
|---|---|
| Chat enabled | Yes/No |
| Start new chats | Yes/No |
| View announcements | Yes/No |
| Comment on announcements | Yes/No |
Staff-Initiated Scheduling
When enabled, staff can create appointments:
| Setting | Description |
|---|---|
| Allow self-scheduling | Master toggle |
| Auto-approve | When rules pass |
| Require approval | All need review |
| Daily limit | Max hours per day |
| Weekly limit | Max hours per week |
Mobile App Features
Control mobile app capabilities:
| Feature | Toggle |
|---|---|
| Offline mode | Work without internet |
| Voice notes | Record audio |
| Photo attachments | Take photos |
| GPS tracking | Location during appointments |
| Face verification | If subscribed |
Portal Access
Control staff web portal:
| Feature | Toggle |
|---|---|
| View payroll | See earnings |
| View performance | See metrics |
| Edit profile | Update own info |
| Change working hours | Request changes |
| Upload documents | Add certifications |
Applying Permissions
Organization-Wide
- Change setting in Settings
- Applies to all staff
- Immediate effect
Per-Individual
For specific overrides:
- Go to team member profile
- Click Permissions
- Override specific settings
- Save
Common Configurations
Field Caregivers
- View assigned clients only
- Create appointments (if enabled)
- GPS tracking on
- Voice notes on
Office Staff (Admin)
- View all clients and schedules
- Create appointments freely
- Run reports
- No GPS tracking
Supervisors
- View team schedules
- Approve requests
- Run reports
- Limited payroll access
Tips
- Start restrictive — Add permissions as needed
- Review regularly — Needs change over time
- Document exceptions — Note why individuals differ
- Test as staff — Verify experience
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