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Permissions in Care Diary

How to create roles with different permissions in Care Diary?

Written by Pavi Sidhu
Updated over a month ago

You can achieve this through the following methods.

  1. Log in to the Care Diary login page and go to Settings from the left menu. Under People, Teams & Access, click on Roles & Permissions.

  2. Once you are on that page, you will find Add button on the top right corner of the page

  3. You will be redirected to the Create Role page. Enter the following details:

    • Name

    • Description

  4. Configure permissions under:

    • Basic Permissions

    • Advanced Permissions

    For each feature, select the required access level by ticking the checkboxes:

    • Read

    • Create

    • Update

    • Delete

  5. Once you have set the required permissions, click on the Create button to save the role.

  6. To assign the role, go to Staff > Profiles and open the required staff profile.

  7. Navigate to the Account Settings tab, select the role from the Roles dropdown, and click Update.

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