Understanding Access Levels
AdministratorsGetting Started
Learn the difference between Super Admin, Admin, and Staff permissions.
Access Levels Overview
CareCade uses three access levels:
| Level | Role | Primary Use |
|---|---|---|
| 0 | Super Admin | Full system access, billing, organization settings |
| 1 | Admin | Day-to-day operations, team and client management |
| 2 | Staff | Field work, appointments, own schedule and payroll |
Super Admin (Level 0)
Who should have this: Business owners, operations directors
Can Do Everything, Plus:
- Change organization settings (branding, timezone, pay periods)
- Manage subscription and billing
- Add/remove other Super Admins
- Access all financial reports
- Configure integrations (custom email, etc.)
- Delete clients and team members permanently
Recommendations:
- Limit to 1-2 people per organization
- Use for initial setup and major changes
- Consider using Admin level for daily work
Admin (Level 1)
Who should have this: Office managers, schedulers, supervisors
Can Do:
- Add and manage clients
- Add and manage team members (up to Admin level)
- Create and edit appointments
- Approve payroll and time entries
- Run reports (payroll, billing, compliance)
- Review incidents and escalations
- Manage recruitment (Scale plan)
- Send DSHS reports to case managers
Cannot Do:
- Change organization settings
- Manage billing/subscription
- Add Super Admins
- Delete data permanently
Staff (Level 2)
Who should have this: Caregivers, coaches, field workers
Can Do:
- View their own schedule
- Start and complete appointments
- Clock in/out
- Submit session notes
- Report incidents
- Request schedule changes
- Request time off
- View their payroll summary
- Chat with team
Cannot Do:
- See other staff schedules (unless assigned same client)
- Edit appointments (only request changes)
- Access reports or billing
- Manage clients or team members
Setting Access Levels
When Adding a New Team Member:
- Go to Team → Add Team Member
- In the Access Level dropdown, select:
- Admin for office staff
- Staff for field workers
Changing an Existing Member's Level:
- Go to Team → Click on the team member
- Click Edit
- Change Access Level
- Click Save
Note: You cannot give someone a higher access level than your own. Only Super Admins can create other Super Admins.
Access Level Comparison
| Feature | Super Admin | Admin | Staff |
|---|---|---|---|
| View dashboard | ✓ | ✓ | ✓ (limited) |
| Manage clients | ✓ | ✓ | View only |
| Manage team | ✓ | ✓ | — |
| Create appointments | ✓ | ✓ | Own only |
| Approve payroll | ✓ | ✓ | — |
| Run reports | ✓ | ✓ | Own only |
| Organization settings | ✓ | — | — |
| Billing & subscription | ✓ | — | — |
Tips
- Start team members at Staff level — promote to Admin only if needed
- Use Admin level for anyone who needs to create schedules
- Keep Super Admin count low for security
- Review access levels quarterly
Related Articles
- Inviting Your First Team Member
- Staff Permissions — Fine-tune what staff can see
- Security Settings — 2FA and session management
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