Change/Update Staff Role

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 + button. This will open more quick information and options to select. 
4. Hover over the Roles label and move your cursor to the right until the pencil button appears.


5. Click the pencil button to edit role. This will pop open a box with the staff member’s name at the top, and a Role dropdown field.


6. Select which role you would like to change/update for the staff member.
7. Click Confirm


The new role will be reflected in the staff member’s priority information.


    • Related Articles

    • Deactivate Staff

      Deactivating staff members within SmartCare is a simple process that should be carried out when a staff member is no longer working for your agency. Since staff members cannot be permanently deleted from the system. To deactivate a staff member, ...
    • How to Change Hire Date

      If you are needing to update a staff member Hire Date please follow the below steps: 1. Access the staff member profile and select the Caregiver Tracking section. 2. Select the Employment Dates field and select the pencil to edit the employment dates ...
    • 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 ...
    • 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 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 ...