Permissions within eCaring are based on specific Roles.
**Please note that only those with Management roles will be able to view and edit the Roles page within eCaring. If you are unable to view this page, please notify a user within your organization to have the Management role added to your profile.
**In most cases Support will not be permitted to assign the Management role due to the sensitivity of assigning role permissions.
To view the Role page, select Admin from the main toolbar. The Role page will be the first page displayed.
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There are six roles by default - Management, Coordinator, Human Resources, Payroll, Billing, and Clinical.
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Each of these roles have default permissions that are a part of the seeder when creating a new tenant.
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Default roles CANNOT be deleted but custom roles CAN be deleted.
- Users can view the default permissions by navigating to Admin > Permission Presets. As of 5/7/25, there are over 250 customizable permissions.
Creating and Editing Roles
Users can Edit a role by clicking the pencil icon next to the role. Some tenants may wish to create custom roles outside of the default roles. By clicking Edit or Add New, users will be presented with the Roles/Permissions modal.
There are several high-level areas in which a role can be given all permissions (i.e. Client and Schedule). Clicking Select All will enable all the permissions for that section.
How to Add a Role
To add a role, select new
EnEnter
Select the Permission title to adjust permissions. You can expand the section to view the various subsections to further customize what a role can or cannot do.
When creating a role, users will need to list a value for Level.
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Any value between 1 and 50 can be entered.
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Amongst the default roles, Management is the highest level with a value = 10.
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Management inherits the permissions of any role created that has a value less than 10.
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When a role is created, it will inherit the permissions of any role(s) with a lower level. For example, if a user creates a role with a level = 8, it would inherit the roles/permissions listed at Level 5 and Level 1, but not level 10.
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When creating a custom role outside the default roles, it is recommended that the level be set to = 1.
How to Edit a Role
To edit or view specific permissions for each role, click the blue Edit action button.
Each role will have a menu as shown below;
The role permissions breakdown into 13 subcategories. Click Select All to view the permissions for each category.
Each permission within each category can also be expanded for even greater control regarding what the user can do.
Click Select All next to the permission you wish to view more of.
Each permission will have a slightly varied list depending on the functionality.
By enabling or disabling certain permissions the associated pages will be hidden.
This applies to payroll, billing, and other potential sensitive information displays.
For example, turning off permissions for Insights will hide the tab from the user. Additionally, unchecking specific information underneath Insights will hide only those indicated pages if you do not want to hide Insights entirely from the users.
In the image below, the user can view all Insights information.
In the image below, the user cannot view Monthly Trends or Messages.
Finally, in the image below, the user cannot view any Insights information or the Insights tab.
If you need assistance creating and managing a Custom Role (one that is not listed by default) please submit a ticket and the support team will be happy to help!