How to Assign a Role
How to Assign a Role
Different roles have different privileges in Aaniie Kids, and can be assigned by staff who have a higher clearance than the staff member they are assigning it to:
Changing/Assigning a Role
Navigate to the Staff Management section (Menu>Staff>Staff Management).
Click on the “+” symbol next to the staff member’s profile photo expand the section
Click the pencil icon next to the “Role”.
Select the role you would like to assign to the staff member and click “Confirm”
You can also change the staff member’s role under the Priority Information Section of their profile.
Below is a flow chart of the roles in Aaniie Kids and their respective privileges
Need Assistance?
Our dedicated Customer Support team is available anytime to help you out. If you have questions or need assistance, please call us at 715-227-3768 or email support@aaniie.com. Also, don't miss our upcoming webinars and training sessions—visit our Webinar & Training Calendar for more details.
Related Articles
Roles & Privileges
Roles & Privileges Caregiver | For Sitters & Nanny’s Access to: Their schedule, Job Postings, Contact Information, and Client Information when scheduled with that client. Optional Privileges: None. Client Manager | For Client Onboarding Access to: ...Staff - Add/Remove Privileges
Staff - Add/Remove Privileges Below are directions on how to add or remove staff privileges. Admin Staff have the option to add privileges for Staff Members with the roles of Client Manager, Staff Manager, and Accountant Navigate to the staff’s ...Staff Tags
Staff Tags Staff Tags can be used as a “search” or “grouping” tool within Aaniie Kids. These Tags can also be used to solidify specific Scheduled Tasks within the Clients Profile, so only those employees with specific Tags may view and complete ...Assign a Sector/Update Travel Distance Preference
Staff Profile - Assign a Sector/Update Travel Distance Preference How to assign a Sector and Update Caregiver Travel Distance Preferences Staff Managers (and above) can update a Caregivers Travel Distance to prevent them from being booked by clients ...Adding Staff Files
Staff - Adding Staff Files How to add files for record retention in a staff profile. Files for a staff can be added to the staff profile by an Admin, Accountant, Staff Manager, or caregiver (with site setting enabled) by logging into Aaniie Kids via ...