To set up permissions for Staff, go to the Manage Permissions screen.
Home > Administration > Security > Permission Manager
Admin can select the Staff tab, and then select the Role.
This allows them to set up permissions for staff tabs (Personal, Profile, Next of Kin, Employment, Qualification, Payroll, Availability, Schedule, Login, Admin Notes), manage staff Advanced Notes and Documents*, and the ability to add/archive staff, access staff reports and staff scheduler reports.
*Please note: Advanced Notes and Documents - these are specific to the Staff section of Webcare.
If you want to add/edit permissions for the Document library (found under Documents on the Main Menu bar) which contains your organisations custom forms, you can find the help article here.
The Login* tab has different permissions: Change Role and Reset Password, Reset Password and No Access.
The Permissions are:
Read and Update: Shows the edit button to make changes.
Read Only: Will show the tab in read-only mode. There is no edit button.
No Access: The tab will be hidden.
Create: Can create a new document or note.
Update: Can update an existing document or note.
Delete: Allows a staff member to delete notes or documents.
Admin can also set up permissions to that role for:
- Staff advanced notes
- Staff documents
- Can add new staff
- Archive existing staff
- Access staff reports
- Access staff scheduler reports