User roles
Aidace has 4 user types.
Admin - best for C Suite users
Access to all facilities with the ability
to add users
change settings
create company lists
view analytics
approve screenings
override coverage gaps
edit/delete
Regional - best for Regional & Field staff
Access to their region and any other assigned facilities with the ability to
create company lists
view analytics
approve screenings
override coverage gaps
Coordinator - best for BOMs, Medicaid Specialists, LNHAs
Limited to only the facilities they are assigned
Can not change settings or edit/delete certain things.
Tracker - best for back-office staff that need access to multiple companies within Aidace
Limited to only the facilities they are assigned
Can not change settings or edit/delete certain things.
Now let's learn how to add a user
Let's start by clicking on the settings gear ⚙️ on the bottom left-hand side
Next you will choose users 👥
To add a user click the "+ USER" button ➕
Now you will add in their info, the fields that have a star are the only ones that are required.
If you want to limit the access to read-only you can check off the "Read-only user" checkbox 📖
Now let's learn how to remove a user
One important note: Before removing a user, please check the to do page and reassign all open tasks.
When on the user 👥 page click on the user you want to remove
Next, simply turn off the active switch ❌
