Everyone opens the same client profile with the same sections. What changes is the information inside each section.
| Section | Company Admin and Manager | Care Coordinator |
| Client information | Everything | Everything |
| Documents & Policies | All documents | Care Coordination documents only |
| Goals | All goals | Care Coordination goals only |
| Assign Line Items | All line items | Care Coordination line items only |
| Fund Details | All budgets | Care Coordination budget only |
| Invoice History | All invoices | Care Coordination invoices only |
- Care Coordinators can create, edit, archive and delete Care Coordination records only. If they try to change an NDIS or Allied record, RotaWiz stops them.
- Managers have the same access as Company Admins.
- If a Care Coordinator opens a link to a page they can’t access, they see an access message instead.