Within Access Care Planning, there are three different user types that can be allocated to an employee. A fourth user type is used for next-of-kin users or CQC.
When an employee is added from a rostering system, such as Access Care Rostering, it automatically assigns them a carer role.
You can change the user type by following these steps:
Click the three-line menu.
Click Configuration, then click Employees.
Select the relevant employee, then click Edit.
From the User Type dropdown, select the correct user type.
Click Update.
User type | Description |
Tenant Administrator | A Tenant Administrator is a super user with full access to all features and settings within the Tenant preferences in the Access Care Planning system. This account operates independently of service-level role-based access and has no restrictions. |
Branch Administrator | A Branch Administrator manages their assigned branch and is responsible for the customers, employees and visits in it. They have wider access than a Carer by design. They can view reports, manage customers and employees, assign devices, and see the customer list, visits and activities for customers in their branch. They cannot access data outside their branch. To open a customer's case file, or to complete or not-complete an activity, they must also be added to the case (Role Based Access at the Service level). |
Carer | A carer has very limited access to the system; they're unable to access system settings or data via the Access Care Planning web console. Access to customer files depends on Role-Based Access at the Service level, which is typically granted separately. |
Other User | This account is typically used for external users like Next of Kin or Commissioners. It works with Role-Based Access at the Service level and cannot access data or settings outside the assigned Service. |