How to Create a New Access Role in Cloud
The Access Roles feature in the Org Management App allows you to create and manage permission-based roles within your Care Control system. This gives you full control over what different users can see and do across various areas such as apps, units, service users, departments, and positions.
By assigning access based on role, you can ensure that staff only interact with the parts of the system relevant to their job, helping to reduce confusion and minimise errors. It also strengthens data security by restricting access to sensitive information and supports compliance with regulatory standards, including CQC expectations.
Creating roles in this way saves time, especially when onboarding new staff or changing responsibilities, as roles can be quickly applied to individuals or groups without adjusting settings manually.
Interactive Guide
Text based guide
Enter the Org Management App
Visit the Access Roles area
At the top, select Add New Access Role
Enter the Name of the Access Role
Enter a short description
Select the Unit & Level Access
Use the tick boxes on the right hand side
This selects which Unit & Level the user will have access to.
Click Add
This moves the selected items to the list
If this button is ticked the user will have access to every Unit & Level
Click App Access
Use the tickboxes on the right hand side
This selects which app(s) you want to give this role access to.
Click Add to confirm the access
Selecting this button gives the role access to all of the apps
Select Client Access
Click the tick box
Select the service users. If none are selected, the role has access to all of them
Click Add
This gives the role access to the selected service users
Select Department Assignment
Click the tick boxes on the right hand side
This will select the Department to assign this role too. All departments selected will have the role applied to them
Click Add to confirm
Select Position Assignment
Click the tick boxes on the right hand side
This will select the position to assign this role too. All positions selected will have the role applied to them
Click Add to confirm
Select User Assignment
Use the tick boxes
This selects the user(s) to apply this new role to.
