Like you, we take information security and compliance very seriously here at Nursebuddy. We understand that not everyone in a homecare business should be able to see and do everything. So we offer a range of user roles within our platform, each tailored to a specific set of responsibilities within your homecare organisation. Here’s a summary.
👤 Admin
Full system access
Admins have full access to all features within Nursebuddy, including:
- Managing user roles and permissions
- Configuring system settings
- Overseeing payroll and invoicing
- Generating reports and metrics
- Exporting data
Admins have complete control over the Nursebuddy platform's administration within your homecare business.
👥 Manager
Operational oversight with some administrative control
Managers have access to most of Nursebuddy's features, including many admin controls, such as:
- Viewing and managing client and carer profiles
- Scheduling visits
- Handling payroll and invoicing
- Accessing reports and metrics
However, they cannot create or manage other users and have restricted access to certain settings.
📅 Care Coordinator
Scheduling and coordination role
Care Coordinators are responsible for:
- Scheduling visits
- Updating select client and carer information related to scheduling
They do not have access to payroll, invoicing or detailed reports, focusing instead on the visit coverage and the coordination of care services.
📞 Client Coordinator
Focused on client information management
Client Coordinators are responsible for:
- Managing client and carer profiles
- Communicating with clients and carers
They do not have access to scheduling, finance or detailed reports, focusing instead on maintaining accurate and up-to-date client information.
📝 Enquiry Admin
Limited access for client onboarding
Enquiry Admins have a specific role, primarily used by local authorities or external partners. Their access is limited to:
- Creating new client profiles
- Adding basic information to new client records
They cannot view or edit existing client information or access other areas of the platform.
🎯 Specialised Manager
Operational role without financial access
Specialised Managers have similar permissions to Managers, but WITHOUT access to financial information. This includes:
- Viewing and managing client and carer profiles
- Scheduling visits
- Accessing reports and metrics
The Specialised Manager role is suitable for team members who need to manage care operations without handling financial data.
💰 Financial Manager
Focused on financial operations
Financial Managers have access to:
- Payroll and invoicing
- Financial reports
They do not have access to any client or carer information, except where it’s related to financial reporting.
By understanding and appropriately assigning these user roles, you can ensure that your team members have the access they need to perform their duties effectively while maintaining the security and integrity of your Nursebuddy care management system.
Want to know more? Get in touch!
