Creating a New Role
The system automatically includes three default roles—Admin, Owner, and DSP—that cannot be modified. You can create additional roles to fit your agency’s needs.
If a staff member is not assigned a role, they are automatically set as DSP by default. The DSP role provides access to the Giv app and desktop charting.
To create a role:
Click on the dropdown arrow in the top-left corner
Go to Roles & Permissions
Click + Create Role
Fill out the required fields:
Role title
Role Description (optional)
Access Level (can choose from the existing list or create new access)
Click Create Role
The created role will then appear on the Roles & Permissions page.
Managing Roles
Select any role from the Roles & Permissions page to open the Role Details page, where you can view its description, access level, and assigned staff. From this page you can also edit the role and manage staff assignments.
To reassign staff:
Click Reassign (top right corner of the People column)
Select the Role in the dropdown
Choose the staff members to reassign
Click Reassign
To edit a role:
Click Edit Role
Make any changes
Click Update Role
Creating a New Access Level
The system comes with three default access levels—Full, Admin, and Standard—that cannot be modified. You can create additional access levels to fit your agency’s needs.
To create an access level:
Click on the dropdown arrow in the top-left corner
Go to Roles & Permissions
Click + Create Access Level
Complete the required fields:
Access Level Title
Description (optional)
Permissions (select which features users can view and/or edit)
Click Create Access Level
Note: Each section in the Dashboard's left navigation can be customized with different permission levels:
View = allows users to open and see the section and its contents
Edit = allows users to make changes within the section (e.g., create or modify shifts)
Managing Access Levels
All access level appear on the Roles & Permissions page. Click the three dots next to any access level to view additional actions. System-created access levels can only be viewed, while custom access levels can be viewed, edited, or deleted.
To view an access level:
Click the three dots next to the name
Select View details
You will be taken to the Access Level Details page, where you can review its description and permissions. From this page, click Edit Access Level to make changes if needed.
To edit an access level:
Click the three dots next to the name
Select Edit
Make your changes
Click Update Access Level
To delete the access level:
Click the three dots next to the name
Select Delete
Data Protection and Compliance
Roles and access levels help strengthen HIPAA compliance by allowing agencies greater control over who can view or modify sensitive data.
Restrict access to PHI-containing areas (e.g., client profiles, documentation) to authorized staff only
Reduce the risk of unauthorized data exposure by ensuring employees only see information relevant to their role
Support compliance audits with clear, role-based access records
For questions about creating roles and access levels:
Reach out to your Customer Success Manager
Or email: [email protected]