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 has limited access within their branch. They can view reports, manage clients and employees, assign devices, and see branch-specific tasks. They cannot access data outside their branch. Access to client records also depends on their 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 client 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. |