Roles and permissions

Permission

Read Only

Standard

View the Personal tab

✅

✅

View the Devices tab

✅

✅

View the Contacts tab

✅

✅

View the Health tab

✅

✅

View the Feedback tab

✅

✅

View the Journal tab

✅

✅

View the To Do List

✅

✅

Add client feedback

✅

Edit client feedback

✅

Unregister or delink a client from an NFC tag

✅

Permission

Read Only

Standard

Editor

View the Files tab

✅

✅

✅

Preview and download files

✅

✅

✅

Upload files

✅

✅

Remove files

✅

Permission

Read Only

Standard

View the Outcomes tab

✅

✅

Add outcomes

✅

Edit outcomes

✅

Add progression notes

✅

Edit progression notes

✅

Permission

Read Only

Standard

View the eMAR tab

✅

✅

Download current medication (PDF)

✅

Download MAR (PDF)

✅

Add new medication

✅

Add new blister packs and compliance aids

✅

Stop medication

✅

Permission

Read Only

Standard

View the Forms tab

✅

✅

View previously completed forms

✅

✅

Download previously completed form results

✅

✅

Assign a form template to a client

✅

Complete or fill in a form

✅

Allow or prevent a form from being used on CM Mobile

✅

Download an offline version of a form

✅

Upload a completed form

✅

Permission

Read Only

Standard

View the Personal tab

✅

✅

Send personal messages

✅

Send broadcast messages

✅

Update broadcast group details and members

✅

Permission

Read Only

Standard

View the Forms tab

✅

✅

View previously completed forms

✅

✅

Download previously completed form results

✅

✅

Complete or fill in a form

✅

Permission

Read Only

Standard

Manager

Data Protection

View the Expense tab

✅

✅

✅

✅

View the Absences tab

✅

✅

✅

✅

Approve or decline expenses

✅

✅

✅

Add absence reasons

✅

Download personal messages

✅

Permission

Read Only

Editor

View the Dashboard

✅

✅

View the visit screen

✅

✅

Add visit logs

✅