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: Access to their schedule, personal information, client Information and orders, client forms, and client leads.
Optional Privileges: Switch to Client, Switch to Representative, Edit Client Fees, Edit Client Social Security, Manage Timesheets, Manage Secondary Invoicing Items.
Staff Manager | For Schedulers
Access to: Access to every client and staff profile, create punchcards and schedules.
Optional Privileges: Switch to Client Manager, Switch to Staff, Switch to Client, Switch to Representative, Create Staff, Create Applicants, Edit Staff Wages, Edit HR Social Security, Edit Client Fees, Edit Own Punchards, Lock Shifts, View All Reports, Manage Timesheets, Manage Secondary Invoicing Items, Manage Rewards, Manage Rewards Triggers, Manage Rewards Status Levels, Manage Rewards Points, Manage Rewards Redemptions, Manage Rewards Badges.
Accountant
Access to: Access to everything, except site settings.
Optional Privileges: Switch to Staff Manager, Switch to Client Manager, Switch to Staff, Switch to Client, Switch to Representative, Create Staff, Create Applicants, Edit Own Punchards, Lock Shifts, Manage Rewards, Manage Rewards Triggers, Manage Rewards Status Levels, Manage Rewards Points, Manage Rewards Redemptions, Manage Rewards Badges.
Admin (Non-Owner)
Access to: Unlimited access to all role abilities, including scheduling and financial settings. Can manipulate site settings.
Optional Privileges: Edit Own Punchards, Manage Rewards, Manage Rewards Triggers, Manage Rewards Status Levels, Manage Rewards Points, Manage Rewards Redemptions, Manage Rewards Badges.
Below is a flow chart of the roles in Aaniie Kids and their respective privileges
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