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Employee Management

How do I give an employee/Carer access to the system?

1 min read Updated October 2026

Company Admin: If a new custom role has been created by the Company Admin, they can assign access directly to an employee without needing Super Admin approval

Follow these steps

Step 1:

From the Right-hand Top Side, Click on the Profile button and select “Profile & Settings”

Step 2:

From the left-hand menu, Click on Roles & Permissions.

Step 3:

To create a new role, Click on + Add Role.

Step 4:

Enter the Role Name and configure the required permissions by selecting the appropriate access levels for each module.

Step 5:

Click on Save to create the new role.

Step 6:

To modify an existing role, locate the role in the list and Click on the Edit icon under the Actions column. 

Step 7:

Update the required permissions as needed. 

Step 8:

Click on Save to apply the changes. 

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