Your NurseBuddy account is set up initially with one Admin user, where we use the details from the time you 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: Has full access to all system settings, including the ability to upgrade user roles, restrict team access, modify payroll and invoice settings, and generate all reports. Admins can also change users' role levels at any time by editing their profiles, they can also archive them or edit their login details.
Manager: Has access to most of the system's features, similar to an Admin, but cannot access most settings or the manager list.
Client Coordinator: Responsible for managing client-related communication and ensuring client information is accurate and up-to-date. Does not have access to scheduling or financial tasks but supports overall care service quality through client record management.
Enquiry Admin: Has access only to create new client profiles and add basic information.
Specialised Manager: Similar to a Manager but without access to payroll and financial reports.
Financial Manager: Has access to the financial aspects of the system, including invoicing and payroll. Does not have access to client or carer information, except where it is necessary for financial reporting.
Care Coordinator: Collaborates with rostering tasks and updates select client and carer information that impacts scheduling.
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 when creating Managers/Admin user roles. It is important to keep track of who has added or carried out changes in the system and generic names won't give you accurate information. Additionally, passwords should be kept for personal use only.
Our Different Staff User Levels:
The table below will help you visualise what Admins, Managers and Client Coordinators can access in Nursebuddy:
| Admin | Manager | Client Coordinator |
People list | ✔ | ✔ (Access to Clients, Carers) | ✔ (Access to Clients, Carers) |
Scheduling | ✔ | ✔ | ✘ |
Client's Profile | ✔ | ✔ | ✔ (No access to contacts, manager notes, incident reports) |
Carer's Profile | ✔ | ✔ | ✔ (No access to contacts, manager notes, incident reports) |
Payroll | ✔ | ✔ | ✘ |
Invoicing | ✔ | ✔ | ✘ |
Reports | ✔ | ✔ | ✔ (No access to client audit log) |
Metrics | ✔ | ✔ | ✘ |
Surveys | ✔ | ✘ | ✘ |
SMS | ✔ | ✔ | ✔ |
Carer Appreciation | ✔ | ✔ | ✔ |
Settings | ✔ | ✔ (Only access to Teams, Clients: Risk Assessment forms, Care plan template, Manager notes, Medication: Medicine database) | ✔ (Access to: Teams, Care plan template, Medication database) |
Export Data | ✔ | ✘ | ✘ |
Our New Staff User Levels:
Please note that these new user roles are available to Standard and Pro packages only.
The table below will help you visualise what Specialised Managers, Financial Managers and Care Coordinators can access in Nursebuddy:
| Specialised Manager | Financial Manager | Carer Coordinator |
People list | ✔ (Access to Clients, Carers) | ✔ (Access to Clients, Carers) | ✔ (Access to Clients, Carers) |
Scheduling | ✔ | ✘ | ✔ (Not able to delete visits) |
Client's Profile | ✔ | ✘ | ✔ (No access to file attachments, manager notes) |
Carer's Profile | ✔ | ✔ (Only access to: Work shifts, Compliances) | ✔ (No access to diary, file attachments, manager notes, incident reports) |
Payroll | ✘ | ✔ | ✘ |
Invoicing | ✘ | ✔ | ✘ |
Reports | ✘ | ✔ (No access to client notes, carer notes, compliances, audit log, detailed visit report, task value report. Additionally, cannot see carer notes or tasks) | ✘ |
Metrics | ✔ | ✔ | ✘ |
Surveys | ✘ | ✘ | ✘ |
SMS | ✔ | ✘ | ✔ |
Carer Appreciation | ✘ | ✘ | ✘ |
Settings | ✔ (Only access to: Teams, Clients, Carers, Manager notes, Medication: Medicine database) | ✔ (Settings for payroll and invoicing only) | ✔ (Only access to: Scheduling, Teams, Secure visit) |
Export Data | ✘ | ✘ | ✘ |