Adding Privileges for Staff

Adding Privileges for Staff

Additional privileges can be added for some staff members.  Here is how you can do so!

Things to Note: 
-Only Admin roles have the ability to assign privileges.
-Privileges can only be added for those with manager roles and above.  Privileges cannot be added for those with only the Staff role. 

Assigning Privileges

1) Go to Staff Management and find the staff member in question.

2) Click on their profile picture and go to the Priority Info section.

3) In Priority Info, find the Privileges row towards the bottom of this section and hover your cursor over this row.  Click the edit pencil.


4) From there, you can select which privileges you want assigned to this staff member.  You can select multiple items from the list.


5) Click Save.

    • Related Articles

    • Add/Register New Staff

      Adding and registering new staff members is a required part of the hiring process. Performing these tasks within SmartCare is easy. Follow the instructions below to learn about registering and adding staff members. Navigate to the Staff Management ...
    • Change/Update Staff Role

      To change or update a staff member’s role in SMARTcare, follow the steps below: 1. Under Menu>Staff>Staff Management 2. Locate the staff member whose role you would like to change or update. 3. To the left of their profile picture, click the + ...
    • Staff Managers ability to view Shift Signature Report

      If you would like a staff manager role employee to view and sign off the Shift Signatures report please follow the below steps. 1. Access the staff managers profile and scroll to the Privileges section. Click the pencil to add privileges. 2. Add the ...
    • Adding Staff Tags to a Client's Profile

      Client and Staff tags are used as a way to filter clients and staff when managing, scheduling, and invoicing. For example, if you want to only view clients who are associated with the VA, you can add that tag to the individual client profiles it ...
    • Convert Applicant to Staff Member

      To convert a staff applicant into a staff member in SMARTcare, follow the steps below: 1. Open up Applicant Management, under Menu > Staff > Applicant Management. 2. In Applicant Management you have the option of two different views Dashboard to ...