Navigate to Manage Roles

  • Go to the "Administration" section.
  • Click on "Manage Roles."

Create a New Role

  • Click the "+ Create Role" button (Green Button) to create a new role.

Copy Default Caregiver Role

  • Click the "Copy" button (Green Button) to copy the default caregiver role

Name the New Role

  • Name the new role, for example, "Caregiver +."

Adjust Role Hierarchy

  • Move the new "Caregiver +" role higher in the hierarchy list to ensure it has the necessary permissions.

Set Account Permissions

  • Scroll down or click "Account Permissions" to navigate to the "Staff Notes" section.

Enable Staff Notes Permissions

  • In the "Staff Notes" section, enable the permissions for adding and editing staff notes.

Navigate to Manage Accounts

  • Go to the "Administration" section.
  • Click on "Manage Accounts."

Change Caregiver Role

  • Click on the Action button (three dots) next to the caregiver whose role you want to change.
  • Click "Update Role."

Select New Role

  • In the dropdown menu, select the new role "Caregiver +."
  • Click "Update" to apply the new role to the caregiver.