Accessing Permissions
Go to Settings from the main menu
Under the People section, select Permissions
Roles
Roles are displayed as tabs across the top of the page.
The default roles available are Superadmin, Service Manager, Scheduler, Service Delivery Worker, Community Nurse, and Support Coordinator. Each role can have its own unique set of permissions configured independently.
To switch between roles, click the relevant role tab at the top of the page.
To create a new custom role, click + Role at the left of the role tabs.
Role Configuration
Each role has two top-level settings:
Field | Description |
Role name | The display name for the role |
Web app access | Whether users with this role can log in to the web application |
Note: The Superadmin role cannot be edited. For all other roles, click Edit Role in the top-right corner to modify the role name, web app access, or permission toggles.
Permission Levels
Each permission area can be set to one of three access levels using the toggle controls:
Level | Description |
No access | The user cannot view or interact with this area |
Read only | The user can view but not modify data in this area |
Full access | The user can view, create, edit, and delete data in this area |
Note: A dash (—) in a column indicates that the access level is not available for that particular permission.
Available Permissions
The following permissions can be configured for each role:
Permission | Description |
Staff Availability & Leave | View and manage staff availability and leave |
Clients & Sites | Access client records and sites |
Forms | Access and build operational and compliance forms |
Finance Claims & Invoicing | Create and manage invoices, claims, and billing |
Finance Claims | View and accept staff travel and reimbursement claims |
Finance Contacts | View and manage finance-related contacts and payer details |
Manage Users | Invite users, assign roles, and manage staff |
Scheduler | Use roster and scheduling tools to plan shifts, visits, and coverage |
Company Documents | Upload, browse, and manage shared documents for your organisation |
Suppliers | View and maintain supplier records used across your operations |
Incidents | Record, review, and follow up on incidents and safety-related events |
Reports | Run operational and management reports |
Tasks | Create, assign, and track billable tasks for clients |
Contacts | View and manage people and contact records |
Prospects | Work with sales prospects and pipeline records |
Settings | Change organisation settings, billing, integrations, and other configurations |
Editing a Role
Select the role tab you wish to edit
Click Edit Role in the top-right corner
Adjust the role name, web app access, or permission toggles as needed
Save your changes