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Understanding Access Levels

AdministratorsGetting Started

Learn the difference between Super Admin, Admin, and Staff permissions.


Access Levels Overview

CareCade uses three access levels:

LevelRolePrimary Use
0Super AdminFull system access, billing, organization settings
1AdminDay-to-day operations, team and client management
2StaffField work, appointments, own schedule and payroll

Super Admin (Level 0)

Who should have this: Business owners, operations directors

Can Do Everything, Plus:

  • Change organization settings (branding, timezone, pay periods)
  • Manage subscription and billing
  • Add/remove other Super Admins
  • Access all financial reports
  • Configure integrations (custom email, etc.)
  • Delete clients and team members permanently

Recommendations:

  • Limit to 1-2 people per organization
  • Use for initial setup and major changes
  • Consider using Admin level for daily work

Admin (Level 1)

Who should have this: Office managers, schedulers, supervisors

Can Do:

  • Add and manage clients
  • Add and manage team members (up to Admin level)
  • Create and edit appointments
  • Approve payroll and time entries
  • Run reports (payroll, billing, compliance)
  • Review incidents and escalations
  • Manage recruitment (Scale plan)
  • Send DSHS reports to case managers

Cannot Do:

  • Change organization settings
  • Manage billing/subscription
  • Add Super Admins
  • Delete data permanently

Staff (Level 2)

Who should have this: Caregivers, coaches, field workers

Can Do:

  • View their own schedule
  • Start and complete appointments
  • Clock in/out
  • Submit session notes
  • Report incidents
  • Request schedule changes
  • Request time off
  • View their payroll summary
  • Chat with team

Cannot Do:

  • See other staff schedules (unless assigned same client)
  • Edit appointments (only request changes)
  • Access reports or billing
  • Manage clients or team members

Setting Access Levels

When Adding a New Team Member:

  1. Go to TeamAdd Team Member
  2. In the Access Level dropdown, select:
    • Admin for office staff
    • Staff for field workers

Changing an Existing Member's Level:

  1. Go to Team → Click on the team member
  2. Click Edit
  3. Change Access Level
  4. Click Save

Note: You cannot give someone a higher access level than your own. Only Super Admins can create other Super Admins.


Access Level Comparison

FeatureSuper AdminAdminStaff
View dashboard✓ (limited)
Manage clientsView only
Manage team
Create appointmentsOwn only
Approve payroll
Run reportsOwn only
Organization settings
Billing & subscription

Tips

  • Start team members at Staff level — promote to Admin only if needed
  • Use Admin level for anyone who needs to create schedules
  • Keep Super Admin count low for security
  • Review access levels quarterly

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Understanding Access Levels - CareCade Help Center | CareCade