Super Admin demo view. Navigation is filtered to the role; Supabase RLS must enforce the same rules on live data.

ECM & Care Compliance System

Settings / Roles & Permissions

CareVerity ECM & Care Compliance System with CareVerity Training Academy.

Demo Registered Manager

Registered Manager demo role view

System Settings

Main account user configuration centre for organisation setup, role permissions, access hours, service types, finance, HR, medication, reports and audit-safe customisation without developer changes.

System owner controlsSensitive changes require higher permissionFake demo settings only

Settings areas

Settings sections

Jump to a configuration area.

Roles & Permissions

Every save creates an audit record with old value, new value, changed by, reason, approval and safe rollback status.

Owner role

Full access

Configured

Restricted fields

Configured

Permission modules

Configured

Audit status

Always on

Configured

1. Organisation Profile

Provider identity, regulated service details, trading names and default governance owner.

2. Locations / Branches / Localities

Branches support rota filters, allocation, reports, payroll/finance grouping and coordinator responsibility.

Branch	Address	Postcode	Zone	Coordinator	Manager	Phone	Email	Status	Staff linked	Service users linked	Rota tag	Travel zone	Reporting group
Demo North Branch	Demo address withheld	Demo postcode	North Zone	Demo Care Coordinator D	Demo Registered Manager	Demo phone withheld	north@example.invalid	Active	12 demo staff	42 demo service users	Blue rota tag	Travel zone A	North reporting
Demo Central Locality	Demo address withheld	Demo postcode	Central Zone	Demo Coordinator E	Demo Deputy Manager	Demo phone withheld	central@example.invalid	Active	9 demo staff	31 demo service users	Teal rota tag	Travel zone B	Central reporting
Demo Outreach Hub	Demo address withheld	Demo postcode	Outreach Zone	Demo Outreach Lead	Demo Registered Manager	Demo phone withheld	outreach@example.invalid	Inactive	5 demo staff	18 demo service users	Green rota tag	Travel zone C	Outreach reporting

3. Service User Account Settings

Customise service-user profile sections, field visibility, mobile/family/report visibility, reviews, risk and funding options.

Enable/disable optional fieldsCreate custom fieldsMake fields required/optionalSet field visibility by roleSet restricted fieldsChoose mobile carer viewChoose family portal viewChoose report visibilitySet review frequencySet high-risk flagsConfigure priority categoriesConfigure funding/payment optionsConfigure package types

Core details

Visible by roleConfigurable

Next of kin

Visible by roleConfigurable

Emergency contacts

Visible by roleConfigurable

Professionals involved

Visible by roleConfigurable

Key safe/access

Visible by roleRestricted

Medical history

Visible by roleRestricted

Allergies

Visible by roleRestricted

Likes/dislikes

Visible by roleConfigurable

Care plan instructions

Visible by roleConfigurable

Risk flags

Visible by roleRestricted

Funding/source of payment

Visible by roleConfigurable

Family portal access

Visible by roleConfigurable

E-signature documents

Visible by roleConfigurable

Field	Enabled	Required/optional	Visibility by role	Appears in
Preferred name	Enabled	Required	Care team, family portal	Mobile and reports
Key safe code	Enabled	Required where applicable	Restricted	Mobile carer only during visit
Medical history	Enabled	Required	Restricted clinical/care roles	Reports with permission
Family contact details	Enabled	Optional	Coordinator and manager	Family portal hidden
Custom field: communication style	Enabled	Optional	Care team	Mobile carer view

Review frequency

30, 90, 180 day or custom by risk

High-risk flags

Medication, nutrition, safeguarding, wandering, no informal support

Funding/package options

Self-funder, local authority, NHS/ICB, direct payment, mixed

6. Rota and Call Type Settings

Add or edit call types and service types, with defaults used by rota, finance, family portal and Live ECM.

Call type	Service type	Duration	Colour	Icon	Priority	Skill/training	Double-up	Medication	Photo evidence	AI note	Family portal	E-sign	Invoiceable	Finance code	Status
Morning Call	Personal Care	45 mins	#dbeafe	Sunrise	Priority	Moving and handling	Allowed	Yes	Allowed	Yes	Summary	No	Yes	CARE-MORN	Active
Breakfast Call	Meal Support	30 mins	#bfdbfe	Utensils	Priority	Nutrition support	Allowed	Optional	Allowed	Yes	Summary	No	Yes	MEAL-BRK	Active
Lunch Call	Meal Support	30 mins	#fed7aa	Clock	Standard	Nutrition support	Allowed	Optional	Allowed	Yes	Summary	No	Yes	MEAL-LUN	Active
Tea Call	Meal Support	30 mins	#f59e0b	Cup	Standard	Nutrition support	Allowed	Optional	Allowed	Yes	Summary	No	Yes	MEAL-TEA	Active
Evening Call	Personal Care	45 mins	#c4b5fd	Moon	Priority	Personal care	Allowed	Optional	Allowed	Yes	Summary	No	Yes	CARE-EVE	Active
Bed Call	Personal Care	45 mins	#312e81	Bed	Priority	Moving and handling	Allowed	Optional	Allowed	Yes	Summary	No	Yes	CARE-BED	Active
Night Call	Night Care	60 mins	#0f172a	Moon	High Priority	Night support	Required where package says	Optional	Allowed	Yes	Hidden by default	No	Yes	NIGHT	Active
Outreach	Outreach	120 mins	#0f766e	Map	Standard	Outreach competency	Allowed	No	Allowed	Yes	Summary	No	Yes	OUTREACH	Active
Shopping Call	Domestic Support	60 mins	#db2777	Basket	Standard	Community access	No	No	Allowed	Yes	Summary	No	Yes	SHOP	Active
Sitting Call	Respite	120 mins	#ddd6fe	Chair	Standard	Respite support	Allowed	No	Allowed	Yes	Summary	No	Yes	SIT	Active
Personal Care	Personal Care	45 mins	#bfdbfe	User	Priority	Personal care competency	Allowed	Optional	Allowed	Yes	Summary	No	Yes	CARE	Active
Medication Prompt	Medication	15 mins	#fecdd3	Pill	High Priority	Medication competency	No	Yes	Restricted	Yes	Hidden by default	No	Yes	MED-PROMPT	Active
Domestic Support	Domestic	60 mins	#e5e7eb	Home	Standard	Domestic support	No	No	Allowed	Yes	Summary	No	Yes	DOM	Active
Welfare Check	Monitoring	20 mins	#fef08a	Check	High Priority	Welfare check	No	No	Allowed	Yes	Summary	No	No	WELFARE	Active
Reablement	Reablement	60 mins	#a7f3d0	Activity	Priority	Reablement goals	Allowed	Optional	Allowed	Yes	Summary	Yes	Yes	REABLE	Active
Emergency Visit	Emergency Care	30 mins	#991b1b	Alert	Critical	Manager approval	Allowed	Optional	Allowed	Yes	Restricted	No	Yes	EMERG	Active
Medication Administration	Medication	15 mins	#fda4af	Pill	Critical	Medication administration competency	No	Yes	Restricted	Yes	Hidden by default	No	Yes	MED-ADMIN	Active
Community Access	Outreach	90 mins	#14b8a6	Map	Standard	Community access	Allowed	No	Allowed	Yes	Summary	No	Yes	COMM	Active
Shopping	Domestic Support	60 mins	#f9a8d4	Basket	Standard	Community access	No	No	Allowed	Yes	Summary	No	Yes	SHOPPING	Active
Sitting Service	Respite	120 mins	#c4b5fd	Chair	Standard	Companionship	Allowed	No	Allowed	Yes	Summary	No	Yes	SITTING	Active
Cleaning	Domestic	60 mins	#d1d5db	Broom	Standard	Domestic support	No	No	Allowed	Yes	Summary	No	Yes	CLEAN	Active
Appointment Support	Outreach	120 mins	#93c5fd	Calendar	Priority	Appointment support	Allowed	Optional	Allowed	Yes	Summary	No	Yes	APPT	Active
Respite Support	Respite	240 mins	#ddd6fe	Heart	Standard	Respite support	Allowed	No	Allowed	Yes	Summary	No	Yes	RESPITE	Active
Hospital Discharge Support	Reablement	120 mins	#fb7185	Hospital	Critical	Discharge and moving handling	Required where package says	Optional	Required	Yes	Restricted	Yes	Yes	HOSP-DIS	Active
Double-up Visit	Personal Care	45 mins	#fecaca	Users	Critical	Moving and handling	Required	Optional	Allowed	Yes	Summary	No	Yes	DOUBLE	Active
End of Life Support	Palliative Care	60 mins	#64748b	Heart	Critical	End of life care	Allowed	Optional	Restricted	Yes	Restricted	Yes	Yes	EOL	Active
Reablement Visit	Reablement	60 mins	#86efac	Activity	Priority	Reablement goals	Allowed	Optional	Allowed	Yes	Summary	Yes	Yes	REABLE-VISIT	Active
Social Support	Companionship	60 mins	#bae6fd	Chat	Standard	Social support	No	No	Allowed	Yes	Summary	No	Yes	SOCIAL	Active
Other Custom Call	Custom	Custom	#e2e8f0	Settings	Configurable	Configured per call	Configurable	Configurable	Configurable	Configurable	Configurable	Configurable	Configurable	CUSTOM	Active

7. ECM and Live Board Settings

Timing thresholds, wallboard display, late alerts and evidence requirements.

8. Medication Settings

Medication settings drive eMAR prompts, live-board risk, manager review and medication reports.

Medication visit colour

Icon

Pill

Manager review

Required for exceptions

Medication support levels

Prompt only, assist, administer, observe, record outcome

Medication prompt types

Time prompt, PRN prompt, topical, eye drops, inhaler, nutrition supplement

MAR chart categories

Regular, PRN, controlled, topical, short course, hospital discharge

PRN medication flags

Reason required, outcome required, senior review required

Time-critical medication flag

Earlier alert threshold, red live-board status, manager escalation

Controlled medication flag

Restricted access, count check, witness prompt, audit report field

Medication refusal reasons

Refused, asleep, unavailable, hospital, family declined, clinical advice

Medication error categories

Omitted, wrong dose, wrong time, wrong person, documentation error

Escalation rules

Carer alert, coordinator alert, medication lead, registered manager

Manager review requirement

Required for missed, refused, controlled and time-critical exceptions

Medication competency requirement

Blocks administration tasks where competency is expired

Medication visit colour/icon

Rose visit colour with pill icon and high-priority badge

Medication report fields

Dose, outcome, refusal reason, body map, manager sign-off, audit trail

9. Message Type Settings

Create, edit or deactivate message types, with locked records, due dates, confidentiality and role permissions.

Message type name

Description

Owner-editable workflow description

Colour

Configurable colour

Icon

Configurable icon label

Priority default

Normal, high or urgent

Confidentiality level

Open, internal, manager, HR, finance, safeguarding restricted

Default due date timeframe

Same day, 24h, 48h, 7 days or custom

Role permissions

Per-role create, edit, view, approve and export

Type	Description	Colour	Icon	Priority	Confidentiality	Manager review	Appears in	Edit/lock rule
Safeguarding Concern	Restricted safeguarding workflow	#b91c1c	Shield	Urgent	Restricted	Yes	Service user and incident	Locked
Late / Missed Visit	Live rota and ECM exception	#dc2626	Alert	High	Internal	Yes	Rota and reports	Addendum only
HR Note	Staff file note	#334155	File	Normal	HR restricted	Yes	Staff file	Locked
Payroll Query	Payroll and timesheet query	#0f766e	Credit card	Normal	Finance restricted	No	Payroll	Editable until approved
CQC / Governance Evidence	Evidence pack item	#2563eb	Clipboard	High	Manager	Yes	CQC reports	Locked

10. Family Portal Settings

Owner-editable settings with role-restricted access where needed.

Enable/disable family portal

Enabled for approved relationships only

Invite family member

Invitation workflow with identity check

Relationship type

Representative, LPA, appointee, family contact, emergency contact

Linked service user

Restricted to approved linked demo service users

View visit schedule

Configurable yes/no

View completed visit summary

Configurable yes/no

View care notes

Summary, full or hidden

View photos/evidence

Consent and lawful basis required

View invoices

Finance permission required

Send messages

Allowed with moderation

Download documents

Per-document permission

E-sign documents

Allowed for approved representative

Restrict sensitive notes

Safeguarding, medication and clinical notes hidden by default

Revoke access

Immediate revoke with audit

Audit family portal views

Every view/download/message audited

11. NHS / GP / Professional Contacts Settings

Professional contact types, consent restrictions, linked service users and audit logs.

GPDistrict nurseSocial workerOccupational therapistPhysiotherapistPharmacistHospital discharge teamNHS Continuing Healthcare contactLocal authority contactSafeguarding teamOther professional

Organisation	Contact name	Role	Phone	Email	Secure email	Linked service users	Notes	Consent restrictions	Audit log
Demo GP Practice	Demo Professional A	GP	Demo phone withheld	secure.gp@example.invalid	Yes	Demo Service User 101	Consent checked	Share care summary only	Viewed/exported audit enabled
Demo District Nursing Team	Demo Professional B	District nurse	Demo phone withheld	nurse@example.invalid	Yes	Demo Service User 318	Pressure care review	Restricted clinical notes	Secure message audit enabled
Demo Local Authority	Demo Professional C	Social worker	Demo phone withheld	la@example.invalid	No	Demo Service User 620	Package review	Information-sharing restriction recorded	Contact edit audit enabled

12. Finance and Invoicing Settings

Owner-editable settings with role-restricted access where needed.

Source of payment options

Self-funder, local authority, NHS/ICB, direct payment, private invoice, mixed funding

Self-funder settings

Private rate card, invoice contact, payment terms and family visibility

Local authority funding

Authority contract reference, commissioned hours and reporting group

NHS/ICB funding

ICB/CHC package marker, authorised report fields and invoice export

Direct payment

Direct payment holder, invoice routing and consent restrictions

Private invoice

Private invoice template, VAT placeholder, payment reminder workflow

Invoice templates

Demo private invoice, local authority schedule, family statement

Service rates and call type rates

Rate card by branch, locality, service type and finance code

Mileage/travel settings

Mileage, travel time, fixed travel charge and exclusions

Payment terms

7, 14, 30 day options with overdue markers

Invoice numbering

Branch prefix plus sequence

Authorised finance users

Finance Administrator, Payroll Officer, System Owner

Finance export

CSV/accounting export with audit log

Invoice approval workflow

Draft, manager approval, sent, paid, archived

Restrict finance access by role

Payment and invoice details hidden from unauthorised users

13. Payroll Settings

Payroll grouping, authorised users, overtime approvals and export controls.

16. Training and Compliance Settings

Training matrix, expiry warnings, compliance tags and competency evidence.

17. Roles & Permissions

Detailed role-based access control for office staff, mobile users, family users and time-limited auditor access. Demo-only controls show what each role can view, add, edit, approve, export and restrict.

Open route

Admin roles

Configured

Permission modules

Configured

Sensitive fields

Configured

Audit events

Always on

Configured

Do not give every admin full access. High-risk permissions, payroll, HR restricted records, safeguarding, medication and key safe visibility remain manager-controlled and audited.

Role list

Demo role switcher

Care Coordinator preview active. Menus and sensitive fields would be filtered for this demo user.

Selected role

Care Coordinator

Default access

Add and edit own/all rota records

Can do

Client notes, family communication, care documents, call packages, allocations, live ECM and concerns

Cannot do

No payroll, full HR restricted fields, DBS/right-to-work edits or settings changes

Approval gate

Override reason required

No accessView onlyAdd onlyAdd and edit own recordsAdd and edit all recordsManager approval requiredFull accessRestricted sensitive access

Selected role access	Mobile	Download	Export	Sensitive access	Manager lock
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit all records	Office controlled	Role controlled	Disabled	Restricted	No
Add and edit all records	Office controlled	Role controlled	Disabled	Restricted	No
Add and edit all records	Office controlled	Role controlled	Disabled	Restricted	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit all records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit all records	Office controlled	Role controlled	Disabled	Standard	No
No access	Office controlled	Role controlled	Disabled	Restricted	Yes
No access	Office controlled	Role controlled	Disabled	Restricted	Yes
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
No access	Office controlled	Role controlled	Disabled	Restricted	Yes
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Restricted	No
No access	Office controlled	Role controlled	Disabled	Restricted	Yes
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
No access	Office controlled	Role controlled	Disabled	Restricted	Yes
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No
Add and edit own records	Office controlled	Role controlled	Disabled	Standard	No

Module action permissions

Click a module to edit the selected role's action-level controls.

Permission module

Current level for Care Coordinator: Add and edit all records

Action	Approval	Audit
view client profile	Role default	Logged
create new client	Role default	Logged
edit client details	Role default	Logged
upload client documents	Role default	Logged
view care plan	Role default	Logged
edit care plan	Role default	Logged
view risk assessment	Role default	Logged
edit risk assessment	Role default	Logged
view key safe/access details	Role default	Logged
view NHS number	Role default	Logged
view medical history	Role default	Logged
view next of kin	Role default	Logged
add family communication note	Role default	Logged
add general note	Role default	Logged
add concern	Role default	Logged
add complaint	Role default	Logged
add incident	Role default	Logged
add safeguarding concern	Manager approval	Logged
export client records	Manager approval	Logged
delete/archive client records	Manager approval	Logged

Demo users and role switcher test accounts

Demo user	Assigned role	Work location	What this tests
Demo System Owner	System Owner	Head Office	Full tenant administration
Demo Registered Manager	Registered Manager	Head Office	Operational and compliance approval
Demo Deputy Manager	Deputy Manager	Head Office	Operational management without owner settings
Demo Care Coordinator	Care Coordinator	North rota desk	Rota, client notes and live ECM
Demo Senior Administrator	Senior Administrator	Head Office	Document and report support
Demo General Administrator	General Administrator	Reception	Limited admin and messages
Demo HR Administrator	HR Administrator	HR office	Staff file restricted access
Demo Training Administrator	Training Administrator	Training office	Academy and matrix
Demo Finance Administrator	Finance Administrator	Finance office	Invoices and funding
Demo Payroll Officer	Payroll Officer	Payroll office	Hours, overtime and payroll export
Demo Compliance Officer	Compliance / Quality Officer	Quality office	Governance and CQC evidence
Demo Field Supervisor	Field Supervisor	Community	Field checks and competency observations
Demo Care Worker	Care Worker / Mobile User	Mobile app	Own visits only
Demo Family User	Family Portal User	Family portal	Approved linked service user information
Demo Auditor	Read-Only Auditor / Inspector View	Time-limited login	Selected inspection evidence

Acceptance-test restrictions

Role	Area tested	Expected restriction	Visible behaviour
Care Coordinator	Payroll	No access	Payroll menu hidden; timesheet/pay-rate fields blocked
Care Coordinator	HR restricted fields	No access	DBS, NI, right-to-work and warning notes masked
HR Administrator	Sensitive client care records	No access unless separately authorised	Safeguarding and care-plan clinical detail hidden
Finance Administrator	Safeguarding restricted notes	No access	Invoice evidence summary only; restricted narrative hidden
Care Worker / Mobile User	Other staff rota/client files	No access	Only own allocated visits and approved documents visible

Message and tagging type permissions

Message type	Authorised roles	Edit rule	Locked after saving
General note	Most office roles	Editable before manager review	No
Family communication	Coordinator, manager, senior admin	Addendum after save	No
Professional communication	Coordinator, manager, quality	Addendum after save	No
Compliment	Coordinator, quality, manager	Addendum after save	No
Complaint	Manager, quality, coordinator	Locked once saved	Yes
Concern	Care staff and office roles	Addendum after save	No
Incident	Manager, quality, coordinator, field supervisor	Locked once saved	Yes
Accident	Manager, quality, coordinator, field supervisor	Locked once saved	Yes
Safeguarding	Safeguarding Lead, Registered Manager, Quality	Locked once saved	Yes
Medication issue	Medication Lead, manager, coordinator	Locked once saved	Yes
Skin integrity	Medication Lead, quality, coordinator	Addendum after save	No
Pressure sore	Medication Lead, quality, coordinator	Addendum after save	No
Behaviour concern	Coordinator, field supervisor, manager	Addendum after save	No
Mental health concern	Safeguarding/manager restricted	Addendum after save	No
Staff supervision	Manager, HR, field supervisor	Locked HR record	Yes
Staff warning	Manager and HR only	Locked once saved	Yes
HR note	HR and Registered Manager	Locked once saved	Yes
Payroll note	Payroll and finance only	Addendum after approval	No
Finance note	Finance and manager only	Addendum after approval	No
Training note	Training admin and manager	Addendum after save	No
Audit note	System audit only	Locked once saved	Yes

Service user NHS numberRestricted

Service user key safe codeRestricted

Safeguarding notesRestricted

Mental health notesRestricted

Medication riskRestricted

Family dispute notesRestricted

Financial/funding detailsRestricted

Hospital discharge documentsRestricted

Staff National Insurance numberRestricted

DBS certificate numberRestricted

Right-to-work documentsRestricted

Passport/IDRestricted

Disciplinary recordsRestricted

Warning notesRestricted

Payroll informationRestricted

Bank detailsRestricted

Health/absence notesRestricted

Role audit log

Action	User	Role	Date/time	Affected record	Reason	IP/location placeholder	Approval
Role edited	Demo Registered Manager	Registered Manager	15 May 2026 09:10	Care Coordinator permissions	Removed payroll view	Head Office IP placeholder	Approved
Staff assigned role	Demo System Owner	System Owner	15 May 2026 09:18	Demo HR Administrator	Assigned HR Administrator	Head Office IP placeholder	Approved
Restricted field viewed	Demo HR Administrator	HR Administrator	15 May 2026 10:02	Staff NI number	HR onboarding check	Head Office IP placeholder	Logged
Emergency access used	Demo Care Coordinator	Care Coordinator	15 May 2026 19:35	Late high-risk call	Out-of-hours rota support	Approved remote placeholder	Manager approved
Failed permission access attempt	Demo Finance Administrator	Finance Administrator	15 May 2026 11:20	Safeguarding restricted note	Not authorised	Finance office IP placeholder	Blocked
Document downloaded	Demo Registered Manager	Registered Manager	15 May 2026 12:05	CQC evidence export	Governance review	Head Office IP placeholder	Approved

18. Access Time Controls

Control login times by role and by person, with emergency access, expiry and blocked-access alerts.

Coordinator/Admin/HR default

Mon-Fri 08:00-17:00

Individual staff access hours

Overrides available

Office-only access

Remote only if authorised

Access attempt audit

Always on

Care Coordinator, Admin and HR access rule

Monday to Friday, 08:00 to 17:00. Office access only unless remote access is authorised.

Default role rule

Role default access hours

Role	Allowed days	Access start	Access end	Access location rule	Approval rule
Care Coordinator	Monday to Friday	08:00	17:00	Office access only unless remote access is authorised	Registered Manager approval required for remote or out-of-hours access
Senior Administrator	Monday to Friday	08:00	17:00	Office access only unless remote access is authorised	Registered Manager approval required for remote or out-of-hours access
General Administrator	Monday to Friday	08:00	17:00	Office access only unless remote access is authorised	Registered Manager approval required for remote or out-of-hours access
HR Administrator	Monday to Friday	08:00	17:00	Office access only unless remote access is authorised	Registered Manager approval required for remote or out-of-hours access
Payroll Officer	Monday to Friday payroll weeks	09:00	17:00	Finance office only	Payroll lead approval for extensions
Recruitment Administrator	Monday to Friday	08:00	17:00	Office access only unless remote access is authorised	Registered Manager approval required for remote or out-of-hours access

Staff member	Role	Work location	Access start	Access end	Allowed days	Remote access	Mobile access	Emergency access	Manager override
Demo Care Coordinator	Care Coordinator	Head Office	08:00	17:00	Monday to Friday	Authorised only	No	Yes	Yes
Demo Senior Administrator	Senior Administrator	Head Office	08:00	17:00	Monday to Friday	Authorised only	No	Yes	Yes
Demo General Administrator	General Administrator	Head Office	08:00	17:00	Monday to Friday	Authorised only	No	Yes	Yes
Demo Payroll Officer	Payroll Officer	Finance office	09:00	17:00	Mon-Fri payroll weeks	No	No	Yes	Yes
Demo HR Administrator	HR Administrator	Head Office	08:00	17:00	Monday to Friday	Authorised only	No	Yes	Yes
Demo Field Supervisor	Field Supervisor	Community	07:00	20:00	Mon-Sat	Yes	Yes	Yes	Yes
Demo Care Worker	Care Worker / Mobile User	Mobile app	Visit window only	Visit window only	Allocated shifts	No	Yes	No	No

Emergency temporary access approved

Temporary access reason

Demo rota incident support

Expiry time

Today 21:00

Manager alert

Will notify on approval

Access restricted outside authorised working hours. Please contact the Registered Manager if urgent access is required. Emergency access requires a reason, manager approval and audit log.

21. Data Retention / Archive Settings

Retention periods, archive rules, restore permissions and deletion approvals.

14. Settings Audit

Every settings change records old value, new value, owner, time, reason, approval and rollback status.

Setting changed	Old value	New value	Changed by	Date/time	Reason/comment	Approval status	Rollback/restore
Roles & Permissions	Care Coordinator: staff file view	View allocation data	View allocation data plus rota warnings	Demo System Owner	13 May 2026 18:05	Coordinator needs safer allocation warnings	Approved
Access Time Controls	Payroll Officer access	09:00-17:00	09:00-17:30	Demo System Owner	13 May 2026 17:40	Payroll cut-off extension	Approved
Medication Settings	Time-critical threshold	15 mins	10 mins	Demo Registered Manager	12 May 2026 15:22	Medication safety review	Requires owner review
Security and Audit Settings	Key safe visibility	Coordinator and carer	Visit-only carer access	Demo System Owner	12 May 2026 10:18	Reduce sensitive data exposure	Approved

Sensitive settings such as permissions, access hours, key safe visibility, payroll access and HR warning access require higher-level permission before activation.

Settings / Roles & Permissions

System Settings

Settings sections

Roles & Permissions

1. Organisation Profile

2. Locations / Branches / Localities

3. Service User Account Settings

4. Staff / HR Settings

5. Recruitment Settings

HR and Recruitment Detailed Settings

6. Rota and Call Type Settings

7. ECM and Live Board Settings

8. Medication Settings

9. Message Type Settings

10. Family Portal Settings

11. NHS / GP / Professional Contacts Settings

12. Finance and Invoicing Settings

13. Payroll Settings

14. E-Signature Settings

15. Reports and CQC Evidence Settings

16. Training and Compliance Settings

17. Roles & Permissions

Module action permissions

18. Access Time Controls

Care Coordinator, Admin and HR access rule

19. Security and Audit Settings

20. Notification Settings

21. Data Retention / Archive Settings

14. Settings Audit