Standard Security Roles
OVERVIEW
CareVision have a series of built-in standard Security Roles based on business function and roles.
Each role will have a series of enabled permissions based on what the user needs to know and what features they can access based on the privacy rules of an organisation.
In this table, we list down the role names and a brief description and a summary of permissions associated with the role.
On the Branch Structure column, we indicate if the role has access to the Head Office and can switch between branches or if they are limited to vieweing their specific branch
| Brief Description and summary of permissions | Article Link | ||
| Composed of C-Level and upper management decision-makers, they have control over organisation settings such as managing rates, services, funding, claiming and reporting. | |||
| In charge of managing systems configurations/settings to ensure optimal business performance. If there is a change to the system or access required, they are the person in-charge. | |||
HR/Recruitment | Mostly requires access to Staff Management and onboarding permissions. Oversees forms related to staff and Policies and Procedures. Does not have access to Clients and settings related to Billing and Claiming. | Head Office | |
| Limited access to their specific clients, create forms and notes. Does not need access to System Configurations and Staff Member's profiles. | Read More | ||
| Limited access to their specific clients, create forms and notes. Does not need access to System Configurations and Staff Member's profiles. | Read More | ||
| Limited access to their specific clients in regard to service delivery. They do not have access to funding and billing information | Read More | ||
| People involved in the marketing/sales capacity. They are able to create leads in the system but do not have access to the personal, clinical client data, staff data, rostering, billing and claiming. | Read More | ||
| Has limited access to client's profile information. Does not require billing, funding, and claiming information. Creates, Approves and action notes and forms for compliance purposes | Read More | ||
| HR and Recruitment, Employee engagement capacity. Mostly involved in management of the staff member's profiles, skills and qualifications, work availabilities, policies and ujpdating/adding policies and procedures | Read More | ||
| HR and Recruitment, Employee engagement capacity. Mostly involved in management of the staff member's profiles, skills and qualifications, work availabilities, policies and ujpdating/adding policies and procedures | Read More | ||
| HR and Employee engagement capacity. Mostly involved in manage,ent of the staff member's profiles, skills and qualifications, work availabilities, policies and ujpdating/adding policies and procedures | Read More | ||
| Provides customer support in ensuring that clients receive services they have signed up for, rostering changes are made and client's information is up tp date. | Read More | ||
| Has limited view of the Clients and their funding, staff members and their pay details, view the staff schedules in regard to award interpretation and service review | Read More | ||
| The accommodation corporate role has access to all settings related to accommodations spread across branches. They are able to do scheduling updates, create notes, create new accommodations and manage their existing programs in an organisational level. | Read More | ||
| The House Manager is the administrator for the house they are assigned to. They have access to client information and have the ability to manage the house schedules and programs. | Read More | ||
| The State Manager overseas operations within a branch. They have visibility over most of the critical reporting and rostering, oversight of staff performance and have limited client access. | Read More | ||
| The State Manager overseas operations within a branch. They have visibility over most of the critical reporting and rostering, oversight of staff performance and have limited client access. | Read More | ||
| The Rostering team are able to view and update bookings, create adhoc bookings, send job offers and other service delivery functions. They have limited client data access and staff profile access. | Read More | ||
| Assists the Corporate C-Level/Managers in getting relevant reporting and data insights. | Read More |
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