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Overview

User Role Management enables facility administrators and AllCare operations staff to assign appropriate access levels to facility users. This guide covers available roles, permissions, and best practices for user management.
Key Concept: User roles determine what features and data a user can access within AllCare. Assign the most appropriate role based on the user’s job responsibilities.
New Feature: Specialized roles for residential care facilities (Dietician, Maintenance, HouseKeeper, Activity Coordinator) are now available. See Residential Care Roles for details.

Quick Start

1

Navigate to Facility Users

Go to Facility Users in the main navigation
2

Select Facility

Choose the facility from the dropdown
3

Add or Edit User

Click Add User or select an existing user to edit
4

Assign Role

Select the appropriate role from the role dropdown
5

Save

Click Save to create or update the user

Available Roles

Standard Roles

These roles are available for all facility types:
RoleAccess LevelDescription
AdministratorFull AccessComplete facility management, user management, all features
ManagerHigh AccessMost facility features, limited admin functions
CareGiverStandard AccessPatient care features, task completion, documentation
NurseClinical AccessClinical features, medication administration, assessments

Residential Care Roles

New Feature: These specialized roles are available for residential care facilities. They will not appear in the role dropdown for non-residential facility types like At Home Healthcare or clinics.
The following specialized roles are designed for residential care facility staff:

Dietician

Access Level: Same as CareGiverIntended for: Nutrition and dietary planning staff responsible for resident meal planning and dietary requirements

Maintenance

Access Level: Same as CareGiverIntended for: Facility maintenance personnel responsible for building upkeep and repairs

HouseKeeper

Access Level: Same as CareGiverIntended for: Housekeeping and cleaning staff responsible for facility cleanliness

Activity Coordinator

Access Level: Same as CareGiverIntended for: Staff who plan and coordinate resident activities and social engagement programs

Supported Facility Types

These roles are available for the following residential care facility types:
Facility TypeDescription
Adult Day Program (ADP)Day programs for adults
Adult Foster CareFoster care settings for adults
Adult Residential Facility (ARF)Residential care for adults
Assisted Living Facility (ALF)Assisted living communities
Board & CareBoard and care homes
Congregate Living Health Facility (CLHF)Congregate living settings
Memory CareMemory care and dementia facilities
RCFE for Chronically Ill (RCFECI)Residential care for chronically ill
Skilled Nursing Facility (SNF)Skilled nursing facilities
Social Rehabilitation Facility (SRF)Social rehabilitation settings
Treatment CenterTreatment facilities
Facility TypeReason
At Home HealthcareNon-residential setting
Home HealthNon-residential setting
HospiceSpecialized care model
Hydration CenterClinical/outpatient setting
Infusion CenterClinical/outpatient setting
Outpatient ClinicClinical/outpatient setting

Key Features of Residential Care Roles

Adding a User with Residential Care Role

1

Navigate to Facility Users

Go to Facility UsersAdd User
2

Select Residential Care Facility

Choose a residential care facility from the facility dropdown (e.g., ALF, ARF, SNF, Memory Care, Board & Care)
Residential care roles only appear when a supported facility type is selected. If you don’t see these roles, verify the facility type is a residential care setting.
3

Enter User Details

  • First Name: User’s first name (required)
  • Last Name: User’s last name (required)
  • Email: Optional for residential care roles
  • Phone: User’s contact number (if applicable)
4

Select Residential Care Role

Choose from the available roles:
  • Dietician
  • Maintenance
  • HouseKeeper
  • Activity Coordinator
5

Save User

Click Save to create the user account

Role Visibility by Facility Type

The role dropdown dynamically shows roles based on the selected facility type:
Facility TypeStandard RolesResidential Care Roles
Adult Day Program (ADP)✓ Available✓ Available
Adult Foster Care✓ Available✓ Available
Adult Residential Facility (ARF)✓ Available✓ Available
Assisted Living Facility (ALF)✓ Available✓ Available
Board & Care✓ Available✓ Available
Congregate Living Health Facility (CLHF)✓ Available✓ Available
Memory Care✓ Available✓ Available
RCFE for Chronically Ill (RCFECI)✓ Available✓ Available
Skilled Nursing Facility (SNF)✓ Available✓ Available
Social Rehabilitation Facility (SRF)✓ Available✓ Available
Treatment Center✓ Available✓ Available
At Home Healthcare✓ Available✗ Not Available
Home Health✓ Available✗ Not Available
Hospice✓ Available✗ Not Available
Hydration Center✓ Available✗ Not Available
Infusion Center✓ Available✗ Not Available
Outpatient Clinic✓ Available✗ Not Available

Permission Levels

CareGiver-Level Access (Residential Care Roles)

All residential care roles have the same access as the CareGiver role:
  • View assigned patients
  • Complete assigned tasks
  • Document care activities
  • View schedules
  • Access patient information relevant to their role
  • Use mobile app features
  • User management
  • Facility settings
  • Billing and financial data
  • Administrative reports
  • Role assignment changes

Best Practices

Troubleshooting

Possible causes:
  • Selected facility is not a supported residential care type
  • Facility type is At Home Healthcare, Home Health, Hospice, Hydration Center, Infusion Center, or Outpatient Clinic
  • Facility type not properly configured
Solution: Verify the facility type is a residential care setting (ALF, ARF, SNF, Memory Care, Board & Care, etc.). These roles are not available for At Home Healthcare, Home Health, Hospice, Hydration Center, Infusion Center, or Outpatient Clinic. If the facility type is correct and roles still don’t appear, contact support.
Possible causes:
  • Role selected requires email
  • Form validation error
Solution: Only residential care roles (Dietician, Maintenance, HouseKeeper, Activity Coordinator) allow creating users without email. Standard roles require an email address.
Possible causes:
  • Incorrect role assigned
  • User account not fully activated
  • Facility access not granted
Solution: Verify the user’s role matches their job responsibilities. Check that the user is assigned to the correct facility. If issues persist, contact support.