User management is now centralized at the company level and controlled by roles and permissions, rather than being managed individually per community.
This update provides:
Cleaner access control
Reduced manual management
Improved security and scalability
User Groups:
1. Super Admin
Typically IT or Executive Management
2. Administrator
Regional Managers, Community Managers
3. Staff User
Sales, Family Coordinators, Intake Specialists
Each group comes with default permissions that can be layered with:
Community access
Care type access
Additional permission toggles
User Group Restrictions:
Super Admin (New!)
Super Admins can:
Add users
Edit users
Promote/Demote users
Delete users
Manage all users
Administrator (previously "Company Users")
Can manage Staff Users (previously "Community Users") by default
Can become a Super Admin by toggling ON:
“Manage Administrators”
Staff User (Previously "Community Users")
Cannot manage:
Administrators
Staff Users
This is an Individual Contributor role only
Important Rule:
If “Manage Staff Users” is toggled OFF:
They cannot manage admins
They cannot become Super Admin
Managing Packets & System Features
Packet Customization (Add Packet Flow)
When enabled, users can:
Customize packets when adding a new packet - to a new or existing resident
Signing for Community Permissions
When enabled, users can:
Prepare packets
Launch Sign-in-person
Edit non-signature fields in Sign-in-person
Complete Manager signature fields
Launch the “Sign” phase
When disabled:
Signing features are not accessible
Legacy Company Users
Now classified as: Administrators
Current access remains across communities
Current care type access remains
New permissions now allow control of care type access
Legacy Community Users
Now classified as: Staff Users
Current community access remains
Current care type access remains
New permissions allow enabling multi-community access