Aaniie Roles & Privileges Tip Sheet

Overview

Roles and Privileges control what users can see and do within Aaniie. Assigning the correct role ensures staff have access to the tools they need while maintaining appropriate security and separation of responsibilities.

There are five primary role types:

• Staff

• Client Manager

• Staff Manager

• Accountant

• Administrator (Non-Owner)

Additional optional privileges can be assigned to further customize access for individual users.

Staff Role

Intended For

Caregivers and direct care staff.

Access Includes

Staff users can access:

• Their caregiver schedule

• Their own staff information

• Client information for clients they are scheduled to serve

This role is designed to provide caregivers access only to information necessary to perform their assigned shifts.

Optional Privileges

None.

Client Manager Role

Intended For

Nurses, Client Coordinators, Intake Staff, and Client Onboarding personnel.

Access Includes

Client Managers can access:

• Their schedule

• Their staff information

• All client profiles

• Client forms

• Client fees

This role is commonly used for skilled staff who require access to clinical and client-specific information.

Optional Privileges

Client Managers may be granted:

• Switch to Client

• Switch to Representative

• Switch to Transitional Care Contact

• Edit Client Fees

• Edit Client Social Security

• Manage Timesheets

• Manage EVV

• Manage Secondary Invoicing Items

Staff Manager Role

Intended For

Schedulers, Staffing Coordinators, and Office Personnel responsible for staffing operations.

Access Includes

Staff Managers can:

• View all client profiles

• View all staff profiles

• Schedule shifts

• Create punchcards

• View client fees

• View staff wages

Restrictions

Staff Managers cannot:

• Access invoicing functions

• Access their own punchcard by default

Optional Privileges

Staff Managers may be granted:

• Switch to Client Manager

• Switch to Staff

• Switch to Applicant

• Switch to Client

• Switch to Representative

• Switch to Transitional Care Contact

• Create Staff

• Create Applicants

• Edit Staff Wages

• Edit HR Social Security

• Edit Client Social Security

• Manage WOTC

• Manage EVV

• Edit Client Fees

• Edit Own Punchcards

• Lock Shifts

• Manage Timesheets

• Manage Secondary Invoicing Items

• Manage Non-Discretionary Bonuses

• Manage Rewards

• Manage Rewards Triggers

• Manage Rewards Status Levels

• Manage Rewards Points

• Manage Rewards Redemptions

Accountant Role

Intended For

Accounting, Payroll, Billing, and Financial Staff.

Access Includes

Accountants can access nearly all areas of the system, including financial information.

Restrictions

Accountants cannot access:

• Site Settings

Optional Privileges

Accountants may be granted:

• Switch to Staff Manager

• Switch to Client Manager

• Switch to Staff

• Switch to Applicant

• Switch to Client

• Switch to Representative

• Switch to Transitional Care Contact

• Create Staff

• Create Applicants

• Edit Own Punchcards

• Lock Shifts

• Manage Non-Discretionary Bonuses

• Manage Rewards

• Manage Rewards Triggers

• Manage Rewards Status Levels

• Manage Rewards Points

• Manage Rewards Redemptions

• Manage Custom Alerts

Administrator (Non-Owner) Role

Intended For

Agency administrators and management personnel who require full system access.

Access Includes

Administrators have:

• Full scheduling access

• Full financial access

• Full operational access

• Site Settings access

• System-wide management capabilities

Administrators can perform nearly all functions available within the system.

Optional Privileges

Administrators may be granted:

• Edit Own Punchcards

• Manage Non-Discretionary Bonuses

• Manage Rewards

• Manage Rewards Triggers

• Manage Rewards Status Levels

• Manage Rewards Points

• Manage Rewards Redemptions

Understanding Optional Privileges

Optional Privileges allow agencies to customize access beyond the standard role permissions.

Examples

A Staff Manager might need:

• Edit Staff Wages

• Manage EVV

• Lock Shifts

While another Staff Manager may not require those capabilities.

Similarly, a Client Manager may need:

• Manage Timesheets

• Edit Client Fees

but not access to Social Security information.

Optional Privileges provide flexibility while maintaining role-based security.

Choosing the Correct Role

Best Practices

• Assign the lowest level of access necessary for each user.

• Use Optional Privileges rather than assigning a higher role when possible.

• Limit access to Social Security information.

• Restrict wage editing privileges to authorized personnel.

• Review permissions regularly.

• Remove unnecessary privileges when job responsibilities change.

Common Questions

Can a Staff user see all clients?

No. Staff users can only view information for clients they are scheduled to serve.

Can Staff Managers create schedules?

Yes. Staff Managers can schedule shifts and create punchcards for all staff and clients.

Can Accountants change Site Settings?

No. Accountants can access nearly everything except Site Settings.

Which role has access to Site Settings?

Administrator (Non-Owner).

Key Takeaway

Roles and Privileges in Aaniie allow agencies to control user access based on job responsibilities. By combining role assignments with optional privileges, agencies can provide employees with the tools they need while maintaining appropriate security and protecting sensitive information.