In the CM portal, roles and permissions control what users can access and do based on their job function. Each role has specific permissions to ensure users only see what's relevant to them, supporting security, efficiency, and compliance.
Client Manager
General (standard functionality)
Read only
Can view the Personal tab.
Can view the Devices Tab.
Can view the Contacts tab.
Can view the Health tab.
Can view the Feedback tab.
Can view the Journal tab.
Can view the To-Do List.
Standard
Can Add Client feedback.
Can Edit Client feedback.
Can unregister/delink client from an NFC Tag.
Document Management
Read only
Can view the Files tab.
Can Preview and Download files.
Standard
Can Preview, Download and Upload files.
· Editor.
Can Preview, Download, Upload and Remove files.
Outcomes
Read only
Can view the Outcomes tab.
Standard
Can Add Outcomes.
Can Edit Outcomes.
Can Add ‘Progression Notes’.
Can Edit ‘Progression Notes’.
eMAR
Read only
Can view the eMAR tab.
Standard
Can Download Current Medication (PDF).
Can Download MAR (PDF).
Can Add new medication.
Can Add new blister packs/Compliance Aids.
Can Stop Medication.
Forms
Read only
Can view the Forms tab.
Can see previously completed Forms.
Can download previously completed Form results.
Standard
Can assign a Form template to client.
Can complete/fill in a Form.
Can allow or prevent a Form from being useable on CM Mobile.
Can download an offline version of the form.
Can upload a completed form.
Carer Manager
General (standard functionality).
Read only
Can see the Personal tab.
Standard
Can send Personal messages.
Can send Broadcast messages.
Can update Broadcast group details and members.
Forms
Read only
Can see the Forms tab.
Can see previously completed Forms.
Can download previously completed Form results.
Standard
Can complete/fill in a Form.
HR
Read only
Can see the Expense Tab.
Can see the Absences tab.
Standard
Can Approve or Decline Expenses.
Manager
Can add Absence reasons.
Data protection
Can download personal messages.
Visit Manager
Read only
Can view the Dashboard.
Can view the visit screen.
Editor
Allows users Add Visit Logs.