Roles

Social360 defines 6 user roles:

  • Case Worker

  • Ops Manager

  • Config Manager

  • User Administrator

  • Reports Manager

  • Agency Administrator

A single user can be assigned multiple roles.

Roles
Remarks
Feature Access

Case Worker

Users who work directly with clients, providing care and support

- Referrals

- Client Profile

- Sensitive Note (restricted to accredited Social Workers)

Ops Manager

Users responsible for backend operations e.g. case assignments

- Referrals

- Client Profile (everything except the Progress Notes & Documents)

User Administrator

Users responsible for managing user access

- User Management

Config Manager

Users responsible for configuring codesets and templates

- Manage Codesets - Manage Forms

Reports Manager

Users who require access to reports for analysis

- Reports

Agency Administrator

Users who require an overview of the Services in their agency

- Agency Configuration

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