In CareSmartz360, Agency can create custom roles and set their permission to fit their custom business needs.

  • Log into the system as an Agency User, Owner, or Admin.

  • Click the Settings icon in the Main toolbar.

  • Click the See all settings button.

  • Select Role Management from the Settings menu.

  • Click the Add New Role button.

  • Select a role type from the Role Type drop down list.

When the Admin User selects the Role Type, the page displays privileges specific to that role. Below are the privileges available to the Caregiver level role.

There are three levels of privileges to a specific module/section:

  • Full Access – User can add/edit information.

  • Read-Only – User can only read the information.

  • No Access – User will not be able to view the specific section.

  • Set these privileges, and click the Save button to create the new role. Click the Cancel button to discard the information.

After creating the role, the Admin User can add a new user with the newly-created role or edit the profile of an existing user to assign this new role.

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