Agency owners Rolling out

Team and access: roles, sign-in security and the audit log

Each person in the office has one role, and the role decides what they can see and change. Carers use the carer app and are added under People, not here.

Rolling out These steps use the new HomecareOS screens, which are being switched on agency by agency. If your screens look different, call us on 01905 674704 and we will walk you through it.

Steps

  1. Open Settings, then Team & access

    The views are Team, Security and Audit log. Audit log shows only for roles allowed to see it.

  2. Check the team

    Each person is listed with their email, role, job title, status and last sign-in, with a count for each role.

  3. Invite someone

    Choose Invite someone. It opens the current team page: choose Invite Team Member. Enter their email, name, role and job title. They get an email to set up their login.

  4. Change a role or remove access

    Choose Change role beside the person. It opens the current team page, where you can change their role, deactivate them or reactivate them. Resend Invite sends an invite again.

  5. Set two-step sign-in

    On Security, Two-step sign-in for owners shows whether owners must use it. Your account shows whether your own two-step sign-in is set up, with a link to set it up.

  6. Search the audit log

    On Audit log, search by name, what changed, the reason or a record id, then choose Search. Each change shows when, what, the action, the record and the reason.

Screenshot coming soon

Good to know

  • Owner / Director: full access to everything, including billing. Registered Manager: full operational access, compliance sign-off and user management. Care Manager: carers, service users, rota and care plans.
  • Coordinator: daily scheduling, visits, cover and messaging. Senior Carer: limited office access plus the carer app. Finance / Accounts: invoices, payroll and rates, no clinical data.
  • HR Administrator: staff records, recruitment, compliance and training, no client data. Office Administrator: basic access, data entry and messaging. Read Only: can view but not edit anything.
  • If someone invited you to another branch, Team & access lists it under Invitations to you. Accept or decline it on the current team page.

Further reading

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Your first week with HomecareOS Work through Getting started, then people, care plans, visits, carers and your team. Rolling out Invite a carer to the app Add the carer with their email address, then send their invite to the carer app. Live Report a problem to us Tell us about something wrong or missing, straight from the app. Rolling out