Admins & Managers profiles

Setting up your office staff

Rocio Solis avatar
Written by Rocio Solis
Updated over a week ago

Your NurseBuddy account is set up initially with one Admin user, we use the details from the time of sign up.

You can then add other members of staff by going to People > Managers and in the Actions menu select what type of user you want to add: admin, manager, client coordinator or enquiry admin.

Staff members can be carers and managers as long as they have separate login details for their carer and manager profiles. 

IMPORTANT: We strongly suggest NOT to use generic names for Managers/Admin user roles. It is important to keep trace on who has added or carried out changes in the system and generic names won't give you accurate information about who did it. Additionally, passwords should be kept for personal use only.

Our Different Staff User Levels:

Admin: has access to all the functions in the software and will be able to create other admins and managers.

Manager: the manager will have access to all the functions in NurseBuddy aside from the Settings menu and creating new admins and managers. This means they cannot create invoicing details or change your account settings. They are, however, able to edit care plan templates, the medication database list and manager notes categories.

Client Coordinator: the lowest level of manager, cannot access the schedule page. They can create client and carer profiles and schedule and assign visits in the client calendar.

Enquiry Admin: allows them to create a new client but they cannot view any other section or client information.


Admin's can move users role level at any time by editing their profile, they can also archive them or edit their login details.

Only Admin users have access to the Managers tab. If you have a Manager, Client Coordinator or Enquiry Admin user and need to edit your profile click in your name (at the bottom of the blue column) and then select Profile:


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