Section | Office | Territory |
Admin Users | Admins can access all | Admins can access all |
Agency Users | Assigned to one only | Agency users can access all within the office |
Caregivers | Assigned to one only, will need a profile in each office they work in. If they are in multiple offices, will have payroll files for each. | Can mark one as a base, allows caregivers to be part of multiple territories |
Clients | Assigned to one only. Will need a profile in each office if they need to be in more than one. This will incur billing (per headcount) | Assigned to one only |
Invoicing | Multi-select available | Multi-select available |
Payroll | Multi-select available | Multi-select available |
Dashboard | Can select one, or all, not multi | Not available for selection |
Schedule | Can multi-select | Can multi-select |
Client List | Can select one, or all, not multi | Can select one, or all, not multi |
Caregiver List | Can select one, or all, not multi | Can select one, or all, not multi |
Payers | Will need one profile per office | No association |
Time Tracking | Can multi-select | Can multi-select |
Account Register (Receivables) | Can select one, or all, not multi | Not available for selection |
Reports | Report dependent | Report dependent |
Profiles can not be moved between Offices. If you have a one-time need to transfer a client or caregiver, please contact support.
***n.b. Before you request to move a client or caregiver to another office, ensure that they do not have any unbilled/unpaid schedules created. Those schedules will not move and will not be accessible to you in either the billing or payroll batches once the profile has been reassigned.***