Roles & Permissions
Caretaskr lets you choose which level of permission each user will have. You will define it inside the Employee Record, choosing an option in the "System Role" field
By default, you have the following options to choose from:
Owner: has non-restrictive access and permissions to the tool and the account itself. Can manage Caretaskr's subscription and add other owners if needed.
Manager: has the same level of access as the Owner, apart from managing Caretaskr's subscription and account details and adding the Owners
User: Access to basic operational features. Don't have access to the Settings Menu or Employee management.
Custom Roles
You can assign custom roles and permissions for your users.
The "Custom Role" is available when you select the System Role "User"
Quick tip: by default, you have available 2 suggestions for custom roles. You can use them or edit to match your specific needs
To manage these custom roles, please do the following:
Navigate to Employees and open the "Roles" tab
Click on "Add Role"
You will now be able to enter the "Role Name", "Role Description" and edit the relevant permissions. These permissions allows your employee to "View", "Add", "Edit" and "Delete".
Click the red "SAVE" button at the top right
Done!