Overview
Roles & Access Levels delivers enterprise-grade access control, allowing organizations to precisely define what areas of the Dashboard each employee can view or edit. This update unifies our previous user structure and introduces flexible configuration options for role-based visibility and editing permissions.
What’s New
Granular Access Control:
Each item in the Dashboard side navigation can now be tied to specific roles and permissions. Admins can determine which tabs (e.g., Finance, Shifts, Reports) a user can view and/or edit.Unified User Access:
All staff members now automatically have access to the Caregiver App. The previous “app access” checkbox has been removed to simplify onboarding and eliminate access inconsistencies.Roles & Access Levels:
Roles define the job function (e.g., Scheduler, Finance, Administrator).
Access Levels define permissions—what areas of the Dashboard the role can view or edit.
Roles can be linked to an access levels to customize visibility and control.
Improved Staff Management Flow:
When creating or editing a staff member, admins assign a role to determine Dashboard access. If no role is assigned, the default access level is Caregiver (desktop charting + Caregiver App).Dynamic Permissions:
Each Dashboard area supports both View and Edit permissions.View = can open and see the tab and its contents.
Edit = can make changes within that tab (e.g., create or modify shifts).
Data Protection & Compliance
This update also strengthens HIPAA compliance by allowing organizations to tightly control who can view or modify sensitive data.
Limit access to PHI-containing areas (e.g., client profiles, documentation, or reports) to authorized staff only.
Reduce the risk of unauthorized data exposure by ensuring employees see only what’s relevant to their role.
Provide auditors with clear, role-based access records for compliance review.
Example
A “Scheduler” role can be configured with:
View permission for the Shifts tab.
Edit permission for Recurring Shifts and Calendar, but no edit access for Scheduling.
This ensures that users can see scheduling data but only modify what their role permits.
Why It Matters
Supports complex organizational structures and departmental separation.
Protects HIPAA data by ensuring only appropriate employees can view or edit sensitive information.
Enables enterprise clients to restrict data visibility to only relevant staff.
Reduces support issues tied to inconsistent app access and role confusion.
Action for Users
Review your agency’s existing roles and update permissions as needed.
Test View/Edit configurations to confirm expected behavior.
Report any anomalies or access issues to the product team.