Managing Supervisor Roles (Internal & External)

Managing Supervisor Roles (Internal & External)

Overview:
Define and assign internal (in-house managers) and external (client-side or partner) supervisor roles and permissions.

Steps

1. Open Roles & Permissions
   Go to Admin → Roles & Permissions.
   
   

2. Add a supervisor role
   
   

   1. Click + New Role.
      
      

   2. Name it Internal Supervisor or External Supervisor.
      
      

   3. Under Permissions, grant access to modules (e.g., Timesheets, Scheduling, Reports).
      
      

   4. Click Save.
      
      

3. Assign users to a role
   
   

   1. Go to Users → All Users.
      
      

   2. Click a user, select Roles, and add the appropriate supervisor role.
      
      

   3. Click Save.
      
      

Tips

• Internal Supervisors typically approve timesheets and manage staffing.
  
  

• External Supervisors (e.g., facility liaisons) may only view visit schedules and reports.
  
  

Troubleshooting

• Insufficient access: Revisit the role’s permissions and enable needed modules.
  
  

User not seeing changes: Have them log out and log back in.