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Staff & Permissions

Manage your team's access and roles

Admin

Full agency access

1
  • Manage staff & roles
  • All client documents
  • Agency settings
  • Billing & subscription
  • Audit logs

Coordinator

Assigned clients only

5
  • View & upload documents
  • Manage assigned clients
  • Add care notes
  • Download documents

Viewer

Read-only access

1
  • View assigned documents
  • View client profiles
Team Members
7
Staff MemberRoleStatusClientsLast Active
JS
AdminActive—Now
RT
CoordinatorActive2812 min ago
MP

Marcus Patel

[email protected]

CoordinatorActive311 hr ago
LC
CoordinatorActive243 hr ago
DR
CoordinatorActive19Yesterday
PN
ViewerActive—2 days ago
TN
CoordinatorInactive—2 weeks ago